PAJEX Mutual Fund
PAJEX Mutual Fund
NAV$13.17
TER0.61%
Holdings15
See how much of PAJEX you already own
PAJEX Mutual Fund
NAV$13.17
PIMCO REALPATH Blend 2070 Fund Class A
TER0.61%
Holdings15
See how much of PAJEX you already own
PAJEX Mutual Fund Overlap Analysis
PAJEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAJEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, PAJEX may share significant positions with broad-market funds.
PAJEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAJEX tax-loss harvesting finds highly correlated but non-identical funds.