PACRX Mutual Fund
PACRX Mutual Fund
NAV$12.05
AUM$10M
TER1.21%
Holdings2,142
See how much of PACRX you already own
PACRX Mutual Fund
NAV$12.05
Franklin Dynamic Asset Allocation Conservative Fund Class R
AUM$10M
TER1.21%
Holdings2,142
See how much of PACRX you already own
PACRX Mutual Fund Overlap Analysis
PACRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PACRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2142 holdings, PACRX may share significant positions with broad-market funds.
PACRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PACRX tax-loss harvesting finds highly correlated but non-identical funds.