PAKJX Mutual Fund
PAKJX Mutual Fund
NAV$14.58
TER0.55%
Holdings3
See how much of PAKJX you already own
PAKJX Mutual Fund
NAV$14.58
Franklin Retirement Advantage 2060 Fund Class Y
TER0.55%
Holdings3
See how much of PAKJX you already own
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.