PAFTX Mutual Fund
PAFTX Mutual Fund
NAV$23.55
AUM$4M
TER0.87%
Holdings21
See how much of PAFTX you already own
PAFTX Mutual Fund
NAV$23.55
T. Rowe Price Target 2055 Fund Advisor Class
AUM$4M
TER0.87%
Holdings21
See how much of PAFTX you already own
PAFTX Mutual Fund Overlap Analysis
PAFTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, PAFTX may share significant positions with broad-market funds.
PAFTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAFTX tax-loss harvesting finds highly correlated but non-identical funds.