PDGKX Mutual Fund
PDGKX Mutual Fund
NAV$11.41
TER0.55%
Holdings4
PDGKX Mutual Fund
NAV$11.41
Franklin Retirement Advantage 2030 Fund Class Y
TER0.55%
Holdings4
PDGKX Mutual Fund Overlap Analysis
PDGKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PDGKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, PDGKX may share significant positions with broad-market funds.
PDGKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PDGKX tax-loss harvesting finds highly correlated but non-identical funds.