PDDGX Mutual Fund Holdings Overlap Calculator | MarketXLS

PDDGX Mutual Fund

NAV$11.13

AUM$46,913.94

TER0.50%

Holdings9

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$45/quarter Pro · Cancel anytime

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PDDGX Mutual Fund

NAV$11.13

PGIM TARGET DATE 2020 FUND Class R4

AUM$46,913.94

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

PDDGX Mutual Fund Overlap Analysis

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

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

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