PDDHX Mutual Fund Analysis & Holdings | MarketXLS

PDDHX Mutual Fund

NAV$11.11

AUM$18,628.26

TER0.40%

Holdings9

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PDDHX Mutual Fund

NAV$11.11

PGIM TARGET DATE 2020 FUND Class R5

AUM$18,628.26

TER0.40%

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

PDDHX Mutual Fund Overlap Analysis

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

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

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