PALGX Mutual Fund

NAV$13.44

TER0.80%

Holdings3

PALGX Mutual Fund

NAV$13.44

Franklin Retirement Advantage 2045 Fund Class A

TER0.80%

Holdings3

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Holdings Overlap Analysis

Compare PALGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PALGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PALGX Mutual Fund Overlap Analysis

PALGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PALGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PALGX may share significant positions with broad-market funds.

PALGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PALGX tax-loss harvesting finds highly correlated but non-identical funds.