PACFX Mutual Fund Analysis & Holdings | MarketXLS

PACFX Mutual Fund

NAV$34.91

TER0.83%

Holdings8

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PACFX Mutual Fund

NAV$34.91

Franklin Retirement Advantage Plus 2045 Fund Class R4

TER0.83%

Holdings8

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare PACFX 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 PACFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PACFX Mutual Fund Overlap Analysis

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

PACFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PACFX may share significant positions with broad-market funds.

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