PAGUX Mutual Fund
PAGUX Mutual Fund
NAV$13.38
TER0.70%
Holdings3
See how much of PAGUX you already own
PAGUX Mutual Fund
NAV$13.38
Franklin Retirement Advantage 2045 Fund Class R4
TER0.70%
Holdings3
See how much of PAGUX you already own
PAGUX Mutual Fund Overlap Analysis
PAGUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAGUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PAGUX may share significant positions with broad-market funds.
PAGUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAGUX tax-loss harvesting finds highly correlated but non-identical funds.