PJOQX Mutual Fund Holdings Overlap Calculator | MarketXLS

PJOQX Mutual Fund

NAV$28.45

AUM$20M

TER0.75%

Holdings36

See what you own twice

Check PJOQX against your other funds. Free for up to 5.

Check my overlap

PJOQX Mutual Fund

NAV$28.45

PGIM Jennison Focused Value Fund Class R6

AUM$20M

TER0.75%

Holdings36

See what you own twice

Check PJOQX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PJOQX Mutual Fund Overlap Analysis

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

PJOQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, PJOQX may share significant positions with broad-market funds.

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