PAJFX Mutual Fund
PAJFX Mutual Fund
NAV$12.18
TER0.80%
Holdings3
See how much of PAJFX you already own
PAJFX Mutual Fund
NAV$12.18
Franklin Retirement Advantage 2070 Fund Class A
TER0.80%
Holdings3
See how much of PAJFX you already own
PAJFX Mutual Fund Overlap Analysis
PAJFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAJFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PAJFX may share significant positions with broad-market funds.
PAJFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAJFX tax-loss harvesting finds highly correlated but non-identical funds.