PAESX Mutual Fund Holdings Overlap Calculator | MarketXLS

PAESX Mutual Fund

NAV$16.46

TER0.60%

Holdings8

See inside every fund you own

$45/quarter Pro · Cancel anytime

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PAESX Mutual Fund

NAV$16.46

Franklin Retirement Advantage Plus 2055 Fund Class R5

TER0.60%

Holdings8

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

PAESX Mutual Fund Overlap Analysis

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

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

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