PACYX Mutual Fund
PACYX Mutual Fund
NAV$11.33
AUM$135M
TER0.71%
Holdings2,243
See how much of PACYX you already own
PACYX Mutual Fund
NAV$11.33
Franklin Dynamic Asset Allocation Conservative Fund Class Y
AUM$135M
TER0.71%
Holdings2,243
See how much of PACYX you already own
PACYX Mutual Fund Overlap Analysis
PACYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PACYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2243 holdings, PACYX may share significant positions with broad-market funds.
PACYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PACYX tax-loss harvesting finds highly correlated but non-identical funds.