PAGYX Mutual Fund
PAGYX Mutual Fund
NAV$24.57
AUM$344M
TER0.73%
Holdings2,551
See how much of PAGYX you already own
PAGYX Mutual Fund
NAV$24.57
Franklin Dynamic Asset Allocation Growth Fund Class Y
AUM$344M
TER0.73%
Holdings2,551
See how much of PAGYX you already own
PAGYX Mutual Fund Overlap Analysis
PAGYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAGYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2551 holdings, PAGYX may share significant positions with broad-market funds.
PAGYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAGYX tax-loss harvesting finds highly correlated but non-identical funds.