PDHHX Mutual Fund Analysis & Holdings | MarketXLS

PDHHX Mutual Fund

NAV$14.65

AUM$117,833.12

TER0.40%

Holdings11

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PDHHX Mutual Fund

NAV$14.65

PGIM TARGET DATE 2040 FUND Class R5

AUM$117,833.12

TER0.40%

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

PDHHX Mutual Fund Overlap Analysis

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

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

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