PBDLX Mutual Fund Analysis & Holdings | MarketXLS

PBDLX Mutual Fund

NAV$10.56

TER0.80%

Holdings4

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PBDLX Mutual Fund

NAV$10.56

Putnam Retirement Advantage 2025 Fund Class A

TER0.80%

Holdings4

See inside every fund you own

$45/quarter 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 PBDLX 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 PBDLX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PBDLX Mutual Fund Overlap Analysis

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

PBDLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, PBDLX may share significant positions with broad-market funds.

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