PDRDX Mutual Fund Analysis & Holdings | MarketXLS

PDRDX Mutual Fund

NAV$13.74

AUM$1.4B

TER0.87%

Holdings512

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PDRDX Mutual Fund

NAV$13.74

Principal Diversified Real Asset Fund Institutional Class

AUM$1.4B

TER0.87%

Holdings512

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

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 512 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.