PDARX Mutual Fund Analysis & Holdings | MarketXLS

PDARX Mutual Fund

NAV$13.73

AUM$1.2B

TER0.82%

Holdings512

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PDARX Mutual Fund

NAV$13.73

Principal Diversified Real Asset Fund Class R6

AUM$1.2B

TER0.82%

Holdings512

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

PDARX Mutual Fund Overlap Analysis

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

PDARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 512 holdings, PDARX may share significant positions with broad-market funds.

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