PACGX Mutual Fund
PACGX Mutual Fund
NAV$34.84
TER1.08%
Holdings8
PACGX Mutual Fund
NAV$34.84
Franklin Retirement Advantage Plus 2045 Fund Class R3
TER1.08%
Holdings8
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.