PAEAX Mutual Fund Analysis & Holdings | MarketXLS

PAEAX Mutual Fund

NAV$24.12

TER0.98%

Holdings2,437

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PAEAX Mutual Fund

NAV$24.12

Franklin Dynamic Asset Allocation Growth Fund Class A

TER0.98%

Holdings2,437

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PAEAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PAEAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 2437 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.