PFDOX Mutual Fund

NAV$8.61

AUM$176M

TER2.66%

Holdings6

PFDOX Mutual Fund

NAV$8.61

PFG Active Core Bond Strategy Fund Class R

AUM$176M

TER2.66%

Holdings6

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Holdings Overlap Analysis

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

PFDOX Mutual Fund Overlap Analysis

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

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

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