PAEJX Mutual Fund
PAEJX Mutual Fund
NAV$25.10
TER0.70%
Holdings8
See how much of PAEJX you already own
PAEJX Mutual Fund
NAV$25.10
Franklin Retirement Advantage Plus 2050 Fund Class R5
TER0.70%
Holdings8
See how much of PAEJX you already own
PAEJX Mutual Fund Overlap Analysis
PAEJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAEJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PAEJX may share significant positions with broad-market funds.
PAEJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAEJX tax-loss harvesting finds highly correlated but non-identical funds.