PALRX Mutual Fund
PALRX Mutual Fund
NAV$19.26
AUM$44,844.47
TER1.47%
Holdings1,948
See how much of PALRX you already own
PALRX Mutual Fund
NAV$19.26
PGIM Balanced Fund Class R
AUM$44,844.47
TER1.47%
Holdings1,948
See how much of PALRX you already own
PALRX Mutual Fund Overlap Analysis
PALRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PALRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1948 holdings, PALRX may share significant positions with broad-market funds.
PALRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PALRX tax-loss harvesting finds highly correlated but non-identical funds.