SDMQX Mutual Fund

NAV$8.83

AUM$3.0B

TER0.32%

Holdings1,475

SDMQX Mutual Fund

NAV$8.83

PGIM Short Duration Multi-Sector Bond Fund Class R6

AUM$3.0B

TER0.32%

Holdings1,475

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Holdings Overlap Analysis

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

SDMQX Mutual Fund Overlap Analysis

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

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

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