PAJMX Mutual Fund
PAJMX Mutual Fund
NAV$12.28
TER0.45%
Holdings3
See how much of PAJMX you already own
PAJMX Mutual Fund
NAV$12.28
Franklin Retirement Advantage 2070 Fund Class R6
TER0.45%
Holdings3
See how much of PAJMX you already own
PAJMX Mutual Fund Overlap Analysis
PAJMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAJMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PAJMX may share significant positions with broad-market funds.
PAJMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAJMX tax-loss harvesting finds highly correlated but non-identical funds.