PAEHX Mutual Fund Holdings Overlap Calculator | MarketXLS

PAEHX Mutual Fund

NAV$25.42

TER0.84%

Holdings8

See what you own twice

Check PAEHX against your other funds. Free for up to 5.

Check my overlap

PAEHX Mutual Fund

NAV$25.42

Franklin Retirement Advantage Plus 2050 Fund Class R4

TER0.84%

Holdings8

See what you own twice

Check PAEHX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

Compare PAEHX 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 PAEHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PAEHX Mutual Fund Overlap Analysis

PAEHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PAEHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PAEHX may share significant positions with broad-market funds.

PAEHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAEHX tax-loss harvesting finds highly correlated but non-identical funds.