PDVRX Mutual Fund

NAV$4.84

TER1.24%

Holdings1,038

PDVRX Mutual Fund

NAV$4.84

Putnam Diversified Income Trust Class R

TER1.24%

Holdings1,038

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Holdings Overlap Analysis

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

PDVRX Mutual Fund Overlap Analysis

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

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

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