PDGKX Mutual Fund
PDGKX Mutual Fund
NAV$11.42
TER0.55%
Holdings4
See how much of PDGKX you already own
PDGKX Mutual Fund
NAV$11.42
Franklin Retirement Advantage 2030 Fund Class Y
TER0.55%
Holdings4
See how much of PDGKX you already own
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.