PDHDX Mutual Fund

NAV$14.54

AUM$822,417.47

TER1.00%

Holdings11

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PDHDX Mutual Fund

NAV$14.54

PGIM TARGET DATE 2040 FUND Class R1

AUM$822,417.47

TER1.00%

Holdings11

See inside every fund you own

$99/yr 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 PDHDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PDHDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PDHDX Mutual Fund Overlap Analysis

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

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

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