PSDSX Mutual Fund
PSDSX Mutual Fund
NAV$20.02
AUM$66M
TER0.50%
Holdings165
See how much of PSDSX you already own
PSDSX Mutual Fund
NAV$20.02
Palmer Square Ultra-Short Duration Investment Grade Fund
AUM$66M
TER0.50%
Holdings165
See how much of PSDSX you already own
PSDSX Mutual Fund Overlap Analysis
PSDSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSDSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 165 holdings, PSDSX may share significant positions with broad-market funds.
PSDSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSDSX tax-loss harvesting finds highly correlated but non-identical funds.