PDEFX Mutual Fund Analysis & Holdings | MarketXLS

PDEFX Mutual Fund

NAV$11.62

AUM$610,147.46

TER0.60%

Holdings10

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PDEFX Mutual Fund

NAV$11.62

PGIM TARGET DATE 2025 FUND Class R3

AUM$610,147.46

TER0.60%

Holdings10

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

PDEFX Mutual Fund Overlap Analysis

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

PDEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, PDEFX may share significant positions with broad-market funds.

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