PADEX Mutual Fund
PADEX Mutual Fund
NAV$25.59
TER0.77%
Holdings2,551
PADEX Mutual Fund
NAV$25.59
Franklin Dynamic Asset Allocation Growth Fund Class R5
TER0.77%
Holdings2,551
PADEX Mutual Fund Overlap Analysis
PADEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PADEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2551 holdings, PADEX may share significant positions with broad-market funds.
PADEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PADEX tax-loss harvesting finds highly correlated but non-identical funds.