PAEEX Mutual Fund
PAEEX Mutual Fund
NAV$24.39
TER0.67%
Holdings2,551
See how much of PAEEX you already own
PAEEX Mutual Fund
NAV$24.39
Franklin Dynamic Asset Allocation Growth Fund Class R6
TER0.67%
Holdings2,551
See how much of PAEEX you already own
PAEEX Mutual Fund Overlap Analysis
PAEEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAEEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2551 holdings, PAEEX may share significant positions with broad-market funds.
PAEEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAEEX tax-loss harvesting finds highly correlated but non-identical funds.