PDHGX Mutual Fund Holdings Overlap Calculator | MarketXLS

PDHGX Mutual Fund

NAV$14.64

AUM$99,036.26

TER0.50%

Holdings11

See what you own twice

Check PDHGX against your other funds. Free for up to 5.

Check my overlap

PDHGX Mutual Fund

NAV$14.64

PGIM TARGET DATE 2040 FUND Class R4

AUM$99,036.26

TER0.50%

Holdings11

See what you own twice

Check PDHGX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PDHGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

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

PDHGX Mutual Fund Overlap Analysis

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

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

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