PDHFX Mutual Fund Analysis & Holdings | MarketXLS

PDHFX Mutual Fund

NAV$14.58

AUM$2M

TER0.60%

Holdings11

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PDHFX Mutual Fund

NAV$14.58

PGIM TARGET DATE 2040 FUND Class R3

AUM$2M

TER0.60%

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

PDHFX Mutual Fund Overlap Analysis

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

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

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