PTRQX Mutual Fund

NAV$11.85

AUM$24.2B

TER0.39%

Holdings3,016

PTRQX Mutual Fund

NAV$11.85

PGIM Total Return Bond Fund Class R6

AUM$24.2B

TER0.39%

Holdings3,016

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Holdings Overlap Analysis

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

PTRQX Mutual Fund Overlap Analysis

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

PTRQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3016 holdings, PTRQX may share significant positions with broad-market funds.

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