PDGIX Mutual Fund

NAV$90.13

TER0.50%

Holdings94

PDGIX Mutual Fund

NAV$90.13

T. Rowe Price Dividend Growth Fund Class I

TER0.50%

Holdings94

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Holdings Overlap Analysis

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

PDGIX Mutual Fund Overlap Analysis

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

PDGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, PDGIX may share significant positions with broad-market funds.

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