PAGYX Mutual Fund

NAV$24.44

AUM$344M

TER0.73%

Holdings2,437

PAGYX Mutual Fund

NAV$24.44

Franklin Dynamic Asset Allocation Growth Fund Class Y

AUM$344M

TER0.73%

Holdings2,437

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Holdings Overlap Analysis

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

PAGYX Mutual Fund Overlap Analysis

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

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

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