PDFJX Mutual Fund Analysis & Holdings | MarketXLS

PDFJX Mutual Fund

NAV$12.77

AUM$50M

TER0.25%

Holdings10

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PDFJX Mutual Fund

NAV$12.77

PGIM TARGET DATE 2030 FUND Class R6

AUM$50M

TER0.25%

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

PDFJX Mutual Fund Overlap Analysis

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

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

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