PAHNX Mutual Fund
PAHNX Mutual Fund
NAV$11.20
TER0.70%
Holdings2
See how much of PAHNX you already own
PAHNX Mutual Fund
NAV$11.20
Franklin Retirement Advantage Maturity Fund Class R4
TER0.70%
Holdings2
See how much of PAHNX you already own
PAHNX Mutual Fund Overlap Analysis
PAHNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAHNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, PAHNX may share significant positions with broad-market funds.
PAHNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAHNX tax-loss harvesting finds highly correlated but non-identical funds.