PAHMX Mutual Fund Analysis & Holdings | MarketXLS

PAHMX Mutual Fund

NAV$11.30

TER0.95%

Holdings2

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PAHMX Mutual Fund

NAV$11.30

Franklin Retirement Advantage Maturity Fund Class R3

TER0.95%

Holdings2

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

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Discover Portfolio Overlap

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

PAHMX Mutual Fund Overlap Analysis

PAHMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PAHMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, PAHMX may share significant positions with broad-market funds.

PAHMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAHMX tax-loss harvesting finds highly correlated but non-identical funds.