PDFGX Mutual Fund Analysis & Holdings | MarketXLS

PDFGX Mutual Fund

NAV$12.67

AUM$28,914.77

TER0.50%

Holdings10

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PDFGX Mutual Fund

NAV$12.67

PGIM TARGET DATE 2030 FUND Class R4

AUM$28,914.77

TER0.50%

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

PDFGX Mutual Fund Overlap Analysis

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

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

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