PAKJX Mutual Fund
PAKJX Mutual Fund
NAV$14.76
TER0.55%
Holdings3
PAKJX Mutual Fund
NAV$14.76
Franklin Retirement Advantage 2060 Fund Class Y
TER0.55%
Holdings3
PAKJX Mutual Fund Overlap Analysis
PAKJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAKJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PAKJX may share significant positions with broad-market funds.
PAKJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAKJX tax-loss harvesting finds highly correlated but non-identical funds.