PACQX Mutual Fund Analysis & Holdings | MarketXLS

PACQX Mutual Fund

NAV$17.46

TER0.68%

Holdings7

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PACQX Mutual Fund

NAV$17.46

Franklin Retirement Advantage Plus Maturity Fund Class R5

TER0.68%

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 PACQX 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 PACQX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PACQX Mutual Fund Overlap Analysis

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

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

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