PACWX Mutual Fund
PACWX Mutual Fund
NAV$14.27
TER1.55%
Holdings3
PACWX Mutual Fund
NAV$14.27
Franklin Retirement Advantage 2055 Fund Class C
TER1.55%
Holdings3
PACWX Mutual Fund Overlap Analysis
PACWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PACWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PACWX may share significant positions with broad-market funds.
PACWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PACWX tax-loss harvesting finds highly correlated but non-identical funds.