PJDCX Mutual Fund
NAV$20.17
AUM$21M
TER1.99%
Holdings63
PJDCX Mutual Fund
NAV$20.17
PGIM Jennison Rising Dividend Fund Class C
AUM$21M
TER1.99%
Holdings63
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PJDCX Mutual Fund Overlap Analysis
PJDCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PJDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, PJDCX may share significant positions with broad-market funds.
PJDCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PJDCX tax-loss harvesting finds highly correlated but non-identical funds.