PACPX Mutual Fund Analysis & Holdings | MarketXLS

PACPX Mutual Fund

NAV$17.50

TER0.82%

Holdings7

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PACPX Mutual Fund

NAV$17.50

Franklin Retirement Advantage Plus Maturity Fund Class R4

TER0.82%

Holdings7

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PACPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PACPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PACPX Mutual Fund Overlap Analysis

PACPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PACPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, PACPX may share significant positions with broad-market funds.

PACPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PACPX tax-loss harvesting finds highly correlated but non-identical funds.