PDCZX Mutual Fund

NAV$11.22

AUM$86M

TER0.70%

Holdings68

PDCZX Mutual Fund

NAV$11.22

PGIM Income Builder Fund Class Z

AUM$86M

TER0.70%

Holdings68

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

PDCZX Mutual Fund Overlap Analysis

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

PDCZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 68 holdings, PDCZX may share significant positions with broad-market funds.

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