PACJX Mutual Fund
PACJX Mutual Fund
NAV$14.59
TER0.45%
Holdings3
See how much of PACJX you already own
PACJX Mutual Fund
NAV$14.59
Franklin Retirement Advantage 2055 Fund Class R6
TER0.45%
Holdings3
See how much of PACJX you already own
PACJX Mutual Fund Overlap Analysis
PACJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PACJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PACJX may share significant positions with broad-market funds.
PACJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PACJX tax-loss harvesting finds highly correlated but non-identical funds.