PDLTX Mutual Fund

NAV$11.34

TER0.80%

Holdings4

See how much of PDLTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

PDLTX Mutual Fund

NAV$11.34

Franklin Retirement Advantage 2030 Fund Class A

TER0.80%

Holdings4

See how much of PDLTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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.

Compare With

🔍

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.