PSDSX Mutual Fund

NAV$19.97

AUM$66M

TER0.50%

Holdings165

PSDSX Mutual Fund

NAV$19.97

Palmer Square Ultra-Short Duration Investment Grade Fund

AUM$66M

TER0.50%

Holdings165

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Holdings Overlap Analysis

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

PSDSX Mutual Fund Overlap Analysis

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

PSDSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 165 holdings, PSDSX may share significant positions with broad-market funds.

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