PABAX Mutual Fund

NAV$18.28

AUM$1.4B

TER0.90%

Holdings2,378

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PABAX Mutual Fund

NAV$18.28

Franklin Dynamic Asset Allocation Balanced Fund Class A

AUM$1.4B

TER0.90%

Holdings2,378

See how much of PABAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PABAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PABAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PABAX Mutual Fund Overlap Analysis

PABAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PABAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2378 holdings, PABAX may share significant positions with broad-market funds.

PABAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PABAX tax-loss harvesting finds highly correlated but non-identical funds.