PAGKX Mutual Fund Analysis & Holdings | MarketXLS

PAGKX Mutual Fund

NAV$12.41

TER0.95%

Holdings3

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PAGKX Mutual Fund

NAV$12.41

Franklin Retirement Advantage 2040 Fund Class R3

TER0.95%

Holdings3

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PAGKX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PAGKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 3 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.