PFJDX Mutual Fund

NAV$12.51

AUM$140M

TER2.23%

Holdings19

PFJDX Mutual Fund

NAV$12.51

PFG JP Morgan Tactical Moderate Strategy Fund

AUM$140M

TER2.23%

Holdings19

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare PFJDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PFJDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PFJDX Mutual Fund Overlap Analysis

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

PFJDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, PFJDX may share significant positions with broad-market funds.

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