PDGJX Mutual Fund Analysis & Holdings | MarketXLS

PDGJX Mutual Fund

NAV$13.59

AUM$48M

TER0.25%

Holdings11

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PDGJX Mutual Fund

NAV$13.59

PGIM TARGET DATE 2035 FUND Class R6

AUM$48M

TER0.25%

Holdings11

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

PDGJX Mutual Fund Overlap Analysis

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

PDGJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, PDGJX may share significant positions with broad-market funds.

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