PABTX Mutual Fund
PABTX Mutual Fund
NAV$34.11
TER0.66%
Holdings8
See how much of PABTX you already own
PABTX Mutual Fund
NAV$34.11
Franklin Retirement Advantage Plus 2040 Fund Class R5
TER0.66%
Holdings8
See how much of PABTX you already own
PABTX Mutual Fund Overlap Analysis
PABTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PABTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PABTX may share significant positions with broad-market funds.
PABTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PABTX tax-loss harvesting finds highly correlated but non-identical funds.