PADEX Mutual Fund
PADEX Mutual Fund
NAV$25.53
TER0.77%
Holdings2,551
See how much of PADEX you already own
PADEX Mutual Fund
NAV$25.53
Franklin Dynamic Asset Allocation Growth Fund Class R5
TER0.77%
Holdings2,551
See how much of PADEX you already own
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.