PACHX Mutual Fund
PACHX Mutual Fund
NAV$34.98
TER0.68%
Holdings8
PACHX Mutual Fund
NAV$34.98
Franklin Retirement Advantage Plus 2045 Fund Class R5
TER0.68%
Holdings8
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.