SDMAX Mutual Fund

NAV$8.81

AUM$849M

TER0.62%

Holdings1,422

See how much of SDMAX you already own

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SDMAX Mutual Fund

NAV$8.81

PGIM Short Duration Multi-Sector Bond Fund Class A

AUM$849M

TER0.62%

Holdings1,422

See how much of SDMAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

SDMAX Mutual Fund Overlap Analysis

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

SDMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1422 holdings, SDMAX may share significant positions with broad-market funds.

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