PFADX Mutual Fund

NAV$10.04

AUM$115M

TER2.56%

Holdings6

PFADX Mutual Fund

NAV$10.04

PFG BNY Mellon Diversifier Strategy Fund

AUM$115M

TER2.56%

Holdings6

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Holdings Overlap Analysis

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

PFADX Mutual Fund Overlap Analysis

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

PFADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, PFADX may share significant positions with broad-market funds.

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