PDAVX Mutual Fund Analysis & Holdings | MarketXLS

PDAVX Mutual Fund

NAV$13.88

TER0.92%

Holdings751

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PDAVX Mutual Fund

NAV$13.88

PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares

TER0.92%

Holdings751

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

PDAVX Mutual Fund Overlap Analysis

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

PDAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 751 holdings, PDAVX may share significant positions with broad-market funds.

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