PAJHX Mutual Fund
PAJHX Mutual Fund
NAV$12.36
TER1.55%
Holdings3
See how much of PAJHX you already own
PAJHX Mutual Fund
NAV$12.36
Franklin Retirement Advantage 2070 Fund Class C
TER1.55%
Holdings3
See how much of PAJHX you already own
PAJHX Mutual Fund Overlap Analysis
PAJHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAJHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PAJHX may share significant positions with broad-market funds.
PAJHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAJHX tax-loss harvesting finds highly correlated but non-identical funds.