PAJRX Mutual Fund
PAJRX Mutual Fund
NAV$14.39
AUM$6M
TER0.75%
Holdings26
PAJRX Mutual Fund
NAV$14.39
T. Rowe Price Target 2025 Fund Adv Cl
AUM$6M
TER0.75%
Holdings26
PAJRX Mutual Fund Overlap Analysis
PAJRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAJRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, PAJRX may share significant positions with broad-market funds.
PAJRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAJRX tax-loss harvesting finds highly correlated but non-identical funds.