SDMZX Mutual Fund

NAV$8.86

AUM$4.1B

TER0.39%

Holdings1,475

SDMZX Mutual Fund

NAV$8.86

PGIM Short Duration Multi-Sector Bond Fund Class Z

AUM$4.1B

TER0.39%

Holdings1,475

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Holdings Overlap Analysis

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

SDMZX Mutual Fund Overlap Analysis

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

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

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