PFDOX Mutual Fund
PFDOX Mutual Fund
NAV$8.61
AUM$177M
TER2.66%
Holdings6
See how much of PFDOX you already own
PFDOX Mutual Fund
NAV$8.61
PFG Active Core Bond Strategy Fund Class R
AUM$177M
TER2.66%
Holdings6
See how much of PFDOX you already own
PFDOX Mutual Fund Overlap Analysis
PFDOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PFDOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, PFDOX may share significant positions with broad-market funds.
PFDOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFDOX tax-loss harvesting finds highly correlated but non-identical funds.