PAECX Mutual Fund

NAV$21.07

AUM$245M

TER1.73%

Holdings2,437

PAECX Mutual Fund

NAV$21.07

Franklin Dynamic Asset Allocation Growth Fund Class C

AUM$245M

TER1.73%

Holdings2,437

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

PAECX Mutual Fund Overlap Analysis

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

PAECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2437 holdings, PAECX may share significant positions with broad-market funds.

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