PDVMX Mutual Fund

NAV$4.77

TER1.24%

Holdings1,038

PDVMX Mutual Fund

NAV$4.77

Putnam Diversified Income Trust Class M

TER1.24%

Holdings1,038

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Holdings Overlap Analysis

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

PDVMX Mutual Fund Overlap Analysis

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

PDVMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1038 holdings, PDVMX may share significant positions with broad-market funds.

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