PDGIX Mutual Fund
PDGIX Mutual Fund
NAV$91.18
TER0.50%
Holdings94
See how much of PDGIX you already own
PDGIX Mutual Fund
NAV$91.18
T. Rowe Price Dividend Growth Fund Class I
TER0.50%
Holdings94
See how much of PDGIX you already own
PDGIX Mutual Fund Overlap Analysis
PDGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PDGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, PDGIX may share significant positions with broad-market funds.
PDGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PDGIX tax-loss harvesting finds highly correlated but non-identical funds.