PAFJX Mutual Fund
PAFJX Mutual Fund
NAV$13.50
TER0.55%
Holdings3
PAFJX Mutual Fund
NAV$13.50
Franklin Retirement Advantage 2045 Fund Class Y
TER0.55%
Holdings3
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.