PDKFX Mutual Fund Analysis & Holdings | MarketXLS

PDKFX Mutual Fund

NAV$14.18

AUM$319,192.56

TER0.60%

Holdings8

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PDKFX Mutual Fund

NAV$14.18

PGIM TARGET DATE 2055 FUND Class R3

AUM$319,192.56

TER0.60%

Holdings8

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

PDKFX Mutual Fund Overlap Analysis

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

PDKFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, PDKFX may share significant positions with broad-market funds.

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