PDIAX Mutual Fund
PDIAX Mutual Fund
NAV$24.63
AUM$138M
TER1.14%
Holdings39
See how much of PDIAX you already own
PDIAX Mutual Fund
NAV$24.63
Virtus KAR Equity Income Fund Class A
AUM$138M
TER1.14%
Holdings39
See how much of PDIAX you already own
PDIAX Mutual Fund Overlap Analysis
PDIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PDIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, PDIAX may share significant positions with broad-market funds.
PDIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PDIAX tax-loss harvesting finds highly correlated but non-identical funds.