PALDX Mutual Fund

NAV$15.30

AUM$158M

TER0.40%

Holdings3

PALDX Mutual Fund

NAV$15.30

PGIM 60/40 Allocation Fund Class R6

AUM$158M

TER0.40%

Holdings3

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

Holdings Overlap Analysis

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

PALDX Mutual Fund Overlap Analysis

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

PALDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, PALDX may share significant positions with broad-market funds.

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