PDAGX Mutual Fund Analysis & Holdings | MarketXLS

PDAGX Mutual Fund

NAV$11.00

AUM$50,109.9

TER0.50%

Holdings9

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PDAGX Mutual Fund

NAV$11.00

PGIM TARGET DATE INCOME FUND Class R4

AUM$50,109.9

TER0.50%

Holdings9

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 PDAGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PDAGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PDAGX Mutual Fund Overlap Analysis

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

PDAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, PDAGX may share significant positions with broad-market funds.

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