PAEAX Mutual Fund
PAEAX Mutual Fund
NAV$24.14
TER0.98%
Holdings2,551
See how much of PAEAX you already own
PAEAX Mutual Fund
NAV$24.14
Franklin Dynamic Asset Allocation Growth Fund Class A
TER0.98%
Holdings2,551
See how much of PAEAX you already own
PAEAX Mutual Fund Overlap Analysis
PAEAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2551 holdings, PAEAX may share significant positions with broad-market funds.
PAEAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAEAX tax-loss harvesting finds highly correlated but non-identical funds.