PDLTX Mutual Fund Analysis & Holdings | MarketXLS

PDLTX Mutual Fund

NAV$11.34

TER0.80%

Holdings4

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PDLTX Mutual Fund

NAV$11.34

Franklin Retirement Advantage 2030 Fund Class A

TER0.80%

Holdings4

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

PDLTX Mutual Fund Overlap Analysis

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

PDLTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, PDLTX may share significant positions with broad-market funds.

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