PAGOX Mutual Fund
PAGOX Mutual Fund
NAV$12.47
TER0.55%
Holdings3
PAGOX Mutual Fund
NAV$12.47
Franklin Retirement Advantage 2040 Fund Class R5
TER0.55%
Holdings3
PAGOX Mutual Fund Overlap Analysis
PAGOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAGOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PAGOX may share significant positions with broad-market funds.
PAGOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAGOX tax-loss harvesting finds highly correlated but non-identical funds.