PABYX Mutual Fund
PABYX Mutual Fund
NAV$18.24
TER0.65%
Holdings2,378
See how much of PABYX you already own
PABYX Mutual Fund
NAV$18.24
Franklin Dynamic Asset Allocation Balanced Fund Class Y
TER0.65%
Holdings2,378
See how much of PABYX you already own
PABYX Mutual Fund Overlap Analysis
PABYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PABYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2378 holdings, PABYX may share significant positions with broad-market funds.
PABYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PABYX tax-loss harvesting finds highly correlated but non-identical funds.