PRDAX Mutual Fund

NAV$13.72

AUM$49M

TER1.23%

Holdings512

PRDAX Mutual Fund

NAV$13.72

Principal Diversified Real Asset Fund Class A

AUM$49M

TER1.23%

Holdings512

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Holdings Overlap Analysis

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

PRDAX Mutual Fund Overlap Analysis

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

PRDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 512 holdings, PRDAX may share significant positions with broad-market funds.

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