Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
PHTJX vs PHTMX
Shared holdings
9
PHTJX covered by PHTMX
69.58%
PHTMX covered by PHTJX
69.58%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 9 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
PHTJX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| LargeCap S&P 500 Index Fund | 35.96% | |
| Bond Market Index Fund | 28.59% | |
| International Equity Fund | 17.76% | |
| High Yield Fund | 4.19% | |
| Global Emerging Markets Fund | 4.15% | |
| SmallCap S&P 600 Index Fund | 3.24% | |
| MidCap S&P 400 Index Fund | 3.18% | |
| Real Estate Securities Fund | 2.01% | |
| International Small Company Fund | 0.91% |
PHTMX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Bond Market Index Fund | 34.19% | |
| LargeCap S&P 500 Index Fund | 19.38% | |
| Short-Term Income Fund | 16.53% | |
| International Equity Fund | 9.57% | |
| High Yield Fund | 6.37% | |
| Inflation Protection Fund | 5.66% | |
| Global Emerging Markets Fund | 2.23% | |
| SmallCap S&P 600 Index Fund | 1.75% | |
| MidCap S&P 400 Index Fund | 1.71% | |
| Real Estate Securities Fund | 1.67% | |
| International Small Company Fund | 0.49% | |
| Diversified Real Asset Fund | 0.46% |
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