PAJIX Mutual Fund Analysis & Holdings | MarketXLS

PAJIX Mutual Fund

NAV$12.29

TER1.20%

Holdings3

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PAJIX Mutual Fund

NAV$12.29

Franklin Retirement Advantage 2070 Fund Class R

TER1.20%

Holdings3

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PAJIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PAJIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PAJIX Mutual Fund Overlap Analysis

PAJIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PAJIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PAJIX may share significant positions with broad-market funds.

PAJIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAJIX tax-loss harvesting finds highly correlated but non-identical funds.