SDMAX Mutual Fund

NAV$8.84

AUM$840M

TER0.62%

Holdings1,475

SDMAX Mutual Fund

NAV$8.84

PGIM Short Duration Multi-Sector Bond Fund Class A

AUM$840M

TER0.62%

Holdings1,475

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Holdings Overlap Analysis

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

SDMAX Mutual Fund Overlap Analysis

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

SDMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1475 holdings, SDMAX may share significant positions with broad-market funds.

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