PACYX Mutual Fund

NAV$11.64

AUM$218M

TER0.71%

Holdings2,142

PACYX Mutual Fund

NAV$11.64

Franklin Dynamic Asset Allocation Conservative Fund Class Y

AUM$218M

TER0.71%

Holdings2,142

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Holdings Overlap Analysis

Compare PACYX 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 PACYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PACYX Mutual Fund Overlap Analysis

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

PACYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2142 holdings, PACYX may share significant positions with broad-market funds.

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