Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

PHTJX vs PLKJX

Shared holdings
9
PHTJX covered by PLKJX
70.09%
PLKJX covered by PHTJX
70.09%

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)

SecurityWeight
LargeCap S&P 500 Index Fund35.96%
Bond Market Index Fund28.59%
International Equity Fund17.76%
High Yield Fund4.19%
Global Emerging Markets Fund4.15%
SmallCap S&P 600 Index Fund3.24%
MidCap S&P 400 Index Fund3.18%
Real Estate Securities Fund2.01%
International Small Company Fund0.91%

PLKJX (Jan. 31, 2026)

SecurityWeight
LargeCap S&P 500 Index Fund52.50%
International Equity Fund25.89%
Global Emerging Markets Fund6.03%
SmallCap S&P 600 Index Fund4.73%
MidCap S&P 400 Index Fund4.64%
Bond Market Index Fund2.23%
Real Estate Securities Fund1.93%
International Small Company Fund1.33%
High Yield Fund0.72%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.