PFJDX Mutual Fund
PFJDX Mutual Fund
NAV$12.76
AUM$143M
TER2.23%
Holdings19
See how much of PFJDX you already own
PFJDX Mutual Fund
NAV$12.76
PFG JP Morgan Tactical Moderate Strategy Fund
AUM$143M
TER2.23%
Holdings19
See how much of PFJDX you already own
PFJDX Mutual Fund Overlap Analysis
PFJDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PFJDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, PFJDX may share significant positions with broad-market funds.
PFJDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFJDX tax-loss harvesting finds highly correlated but non-identical funds.