PDRDX Mutual Fund
PDRDX Mutual Fund
NAV$14.00
AUM$1.4B
TER0.87%
Holdings511
See how much of PDRDX you already own
PDRDX Mutual Fund
NAV$14.00
Principal Diversified Real Asset Fund Institutional Class
AUM$1.4B
TER0.87%
Holdings511
See how much of PDRDX you already own
PDRDX Mutual Fund Overlap Analysis
PDRDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PDRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 511 holdings, PDRDX may share significant positions with broad-market funds.
PDRDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PDRDX tax-loss harvesting finds highly correlated but non-identical funds.