PDAWX Mutual Fund
PDAWX Mutual Fund
NAV$12.34
TER1.55%
Holdings4
See how much of PDAWX you already own
PDAWX Mutual Fund
NAV$12.34
Franklin Retirement Advantage 2035 Fund Class C
TER1.55%
Holdings4
See how much of PDAWX you already own
PDAWX Mutual Fund Overlap Analysis
PDAWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PDAWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, PDAWX may share significant positions with broad-market funds.
PDAWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PDAWX tax-loss harvesting finds highly correlated but non-identical funds.