PWDCX Mutual Fund Analysis & Holdings | MarketXLS

PWDCX Mutual Fund

NAV$12.47

AUM$4M

TER2.63%

Holdings52

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PWDCX Mutual Fund

NAV$12.47

DF Tactical Dividend Fund Class C

AUM$4M

TER2.63%

Holdings52

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare PWDCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PWDCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PWDCX Mutual Fund Overlap Analysis

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

PWDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, PWDCX may share significant positions with broad-market funds.

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