PAHJX Mutual Fund
PAHJX Mutual Fund
NAV$14.65
TER0.95%
Holdings3
See how much of PAHJX you already own
PAHJX Mutual Fund
NAV$14.65
Franklin Retirement Advantage 2060 Fund Class R3
TER0.95%
Holdings3
See how much of PAHJX you already own
PAHJX Mutual Fund Overlap Analysis
PAHJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAHJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PAHJX may share significant positions with broad-market funds.
PAHJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAHJX tax-loss harvesting finds highly correlated but non-identical funds.