PACHX Mutual Fund
PACHX Mutual Fund
NAV$34.56
TER0.68%
Holdings8
See how much of PACHX you already own
PACHX Mutual Fund
NAV$34.56
Franklin Retirement Advantage Plus 2045 Fund Class R5
TER0.68%
Holdings8
See how much of PACHX you already own
PACHX Mutual Fund Overlap Analysis
PACHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PACHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PACHX may share significant positions with broad-market funds.
PACHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PACHX tax-loss harvesting finds highly correlated but non-identical funds.