PLDDX Mutual Fund
PLDDX Mutual Fund
AUM$21M
TER0.45%
Holdings948
PLDDX Mutual Fund
Pacific Funds Diversified Income
AUM$21M
TER0.45%
Holdings948
PLDDX Mutual Fund Overlap Analysis
PLDDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLDDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 948 holdings, PLDDX may share significant positions with broad-market funds.
PLDDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLDDX tax-loss harvesting finds highly correlated but non-identical funds.