PDPAX Mutual Fund Analysis & Holdings | MarketXLS

PDPAX Mutual Fund

NAV$17.77

AUM$12M

TER1.33%

Holdings11

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PDPAX Mutual Fund

NAV$17.77

Virtus Duff & Phelps Real Asset Fund Class A

AUM$12M

TER1.33%

Holdings11

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

PDPAX Mutual Fund Overlap Analysis

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

PDPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, PDPAX may share significant positions with broad-market funds.

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