PAFMX Mutual Fund
PAFMX Mutual Fund
NAV$13.55
TER0.45%
Holdings3
PAFMX Mutual Fund
NAV$13.55
Franklin Retirement Advantage 2045 Fund Class R6
TER0.45%
Holdings3
PAFMX Mutual Fund Overlap Analysis
PAFMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PAFMX may share significant positions with broad-market funds.
PAFMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAFMX tax-loss harvesting finds highly correlated but non-identical funds.