PDLEX Mutual Fund

NAV$17.74

AUM$518,479.77

TER0.75%

Holdings8

PDLEX Mutual Fund

NAV$17.74

PGIM TARGET DATE 2060 FUND Class R2

AUM$518,479.77

TER0.75%

Holdings8

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PDLEX Mutual Fund Overlap Analysis

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

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

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