PAGJX Mutual Fund
PAGJX Mutual Fund
NAV$12.45
TER0.70%
Holdings3
See how much of PAGJX you already own
PAGJX Mutual Fund
NAV$12.45
Franklin Retirement Advantage 2040 Fund Class R4
TER0.70%
Holdings3
See how much of PAGJX you already own
PAGJX Mutual Fund Overlap Analysis
PAGJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAGJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PAGJX may share significant positions with broad-market funds.
PAGJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAGJX tax-loss harvesting finds highly correlated but non-identical funds.