PAJFX Mutual Fund
PAJFX Mutual Fund
NAV$12.32
TER0.80%
Holdings3
PAJFX Mutual Fund
NAV$12.32
Franklin Retirement Advantage 2070 Fund Class A
TER0.80%
Holdings3
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.