PDHEX Mutual Fund

NAV$14.59

AUM$1M

TER0.75%

Holdings11

PDHEX Mutual Fund

NAV$14.59

PGIM TARGET DATE 2040 FUND Class R2

AUM$1M

TER0.75%

Holdings11

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Holdings Overlap Analysis

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

PDHEX Mutual Fund Overlap Analysis

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

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

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