PAJLX Mutual Fund
PAJLX Mutual Fund
NAV$12.38
TER0.55%
Holdings3
PAJLX Mutual Fund
NAV$12.38
Franklin Retirement Advantage 2070 Fund Class R5
TER0.55%
Holdings3
PAJLX Mutual Fund Overlap Analysis
PAJLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAJLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PAJLX may share significant positions with broad-market funds.
PAJLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAJLX tax-loss harvesting finds highly correlated but non-identical funds.