SDMCX Mutual Fund

NAV$8.86

AUM$52M

TER1.44%

Holdings1,475

See how much of SDMCX you already own

Just $25 once·$69/mo·Download sample

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SDMCX Mutual Fund

NAV$8.86

PGIM Short Duration Multi-Sector Bond Fund Class C

AUM$52M

TER1.44%

Holdings1,475

See how much of SDMCX you already own

Just $25 once·$69/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 SDMCX 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 SDMCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SDMCX Mutual Fund Overlap Analysis

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

SDMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1475 holdings, SDMCX may share significant positions with broad-market funds.

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