PAJMX Mutual Fund
PAJMX Mutual Fund
NAV$12.35
TER0.45%
Holdings3
PAJMX Mutual Fund
NAV$12.35
Franklin Retirement Advantage 2070 Fund Class R6
TER0.45%
Holdings3
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.