TBDAX Mutual Fund Analysis & Holdings | MarketXLS

TBDAX Mutual Fund

NAV$22.80

AUM$350M

TER0.80%

Holdings86

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TBDAX Mutual Fund

NAV$22.80

PGIM Jennison Diversified Growth Fund Class A

AUM$350M

TER0.80%

Holdings86

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

TBDAX Mutual Fund Overlap Analysis

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

TBDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, TBDAX may share significant positions with broad-market funds.

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