PAJIX Mutual Fund
PAJIX Mutual Fund
NAV$12.14
TER1.20%
Holdings3
See how much of PAJIX you already own
PAJIX Mutual Fund
NAV$12.14
Franklin Retirement Advantage 2070 Fund Class R
TER1.20%
Holdings3
See how much of PAJIX you already own
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.