PAHOX Mutual Fund
PAHOX Mutual Fund
NAV$11.43
TER0.55%
Holdings2
See how much of PAHOX you already own
PAHOX Mutual Fund
NAV$11.43
Franklin Retirement Advantage Maturity Fund Class R5
TER0.55%
Holdings2
See how much of PAHOX you already own
PAHOX Mutual Fund Overlap Analysis
PAHOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAHOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, PAHOX may share significant positions with broad-market funds.
PAHOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAHOX tax-loss harvesting finds highly correlated but non-identical funds.