PACGX Mutual Fund
PACGX Mutual Fund
NAV$34.45
TER1.08%
Holdings8
See how much of PACGX you already own
PACGX Mutual Fund
NAV$34.45
Franklin Retirement Advantage Plus 2045 Fund Class R3
TER1.08%
Holdings8
See how much of PACGX you already own
PACGX Mutual Fund Overlap Analysis
PACGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PACGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PACGX may share significant positions with broad-market funds.
PACGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PACGX tax-loss harvesting finds highly correlated but non-identical funds.