PDKJX Mutual Fund Analysis & Holdings | MarketXLS

PDKJX Mutual Fund

NAV$14.31

AUM$11M

TER0.25%

Holdings8

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PDKJX Mutual Fund

NAV$14.31

PGIM TARGET DATE 2055 FUND Class R6

AUM$11M

TER0.25%

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

PDKJX Mutual Fund Overlap Analysis

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

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

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