JDVRX Mutual Fund

NAV$28.21

AUM$8M

TER1.16%

Holdings67

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JDVRX Mutual Fund

NAV$28.21

PGIM Jennison Value Fund Class R

AUM$8M

TER1.16%

Holdings67

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

JDVRX Mutual Fund Overlap Analysis

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

JDVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, JDVRX may share significant positions with broad-market funds.

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