PDSAX Mutual Fund Analysis & Holdings | MarketXLS

PDSAX Mutual Fund

NAV$9.98

AUM$108M

TER0.61%

Holdings262

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PDSAX Mutual Fund

NAV$9.98

PGIM Short Duration Muni Fund Class A

AUM$108M

TER0.61%

Holdings262

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

PDSAX Mutual Fund Overlap Analysis

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

PDSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 262 holdings, PDSAX may share significant positions with broad-market funds.

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