PDFEX Mutual Fund

NAV$12.64

AUM$1M

TER0.75%

Holdings10

PDFEX Mutual Fund

NAV$12.64

PGIM TARGET DATE 2030 FUND Class R2

AUM$1M

TER0.75%

Holdings10

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PDFEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PDFEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PDFEX Mutual Fund Overlap Analysis

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

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

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