PAGKX Mutual Fund
PAGKX Mutual Fund
NAV$12.15
TER0.95%
Holdings4
See how much of PAGKX you already own
PAGKX Mutual Fund
NAV$12.15
Franklin Retirement Advantage 2040 Fund Class R3
TER0.95%
Holdings4
See how much of PAGKX you already own
PAGKX Mutual Fund Overlap Analysis
PAGKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAGKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, PAGKX may share significant positions with broad-market funds.
PAGKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAGKX tax-loss harvesting finds highly correlated but non-identical funds.