PDPCX Mutual Fund

NAV$16.91

AUM$162,092.56

TER2.07%

Holdings11

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PDPCX Mutual Fund

NAV$16.91

Virtus Duff & Phelps Real Asset Fund Class C

AUM$162,092.56

TER2.07%

Holdings11

See how much of PDPCX 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 PDPCX 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 PDPCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PDPCX Mutual Fund Overlap Analysis

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

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

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