PDIEX Mutual Fund Analysis & Holdings | MarketXLS

PDIEX Mutual Fund

NAV$14.77

AUM$1M

TER0.75%

Holdings11

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PDIEX Mutual Fund

NAV$14.77

PGIM TARGET DATE 2045 FUND Class R2

AUM$1M

TER0.75%

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

PDIEX Mutual Fund Overlap Analysis

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

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

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