PLDDX Mutual Fund
PLDDX Mutual Fund
AUM$21M
TER0.45%
Holdings948
See how much of PLDDX you already own
PLDDX Mutual Fund
Pacific Funds Diversified Income
AUM$21M
TER0.45%
Holdings948
See how much of PLDDX you already own
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.