PAHHX Mutual Fund
NAV$19.04
AUM$5M
TER0.82%
Holdings24
PAHHX Mutual Fund
NAV$19.04
T. Rowe Price Target 2040 Fund Adv Cl
AUM$5M
TER0.82%
Holdings24
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PAHHX Mutual Fund Overlap Analysis
PAHHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PAHHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, PAHHX may share significant positions with broad-market funds.
PAHHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PAHHX tax-loss harvesting finds highly correlated but non-identical funds.