PAFJX Mutual Fund
PAFJX Mutual Fund
NAV$13.53
TER0.55%
Holdings3
See how much of PAFJX you already own
PAFJX Mutual Fund
NAV$13.53
Franklin Retirement Advantage 2045 Fund Class Y
TER0.55%
Holdings3
See how much of PAFJX you already own
PAFJX Mutual Fund Overlap Analysis
PAFJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAFJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PAFJX may share significant positions with broad-market funds.
PAFJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAFJX tax-loss harvesting finds highly correlated but non-identical funds.