Compare fund portfolios

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

vs

PHTQX vs PHTFX

Shared holdings
12
PHTQX covered by PHTFX
87.35%
PHTFX covered by PHTQX
87.35%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 12 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PHTQX (Jan. 31, 2026)

SecurityWeight
Bond Market Index Fund30.97%
LargeCap S&P 500 Index Fund26.43%
International Equity Fund13.06%
Short-Term Income Fund9.51%
High Yield Fund5.08%
Inflation Protection Fund4.49%
Global Emerging Markets Fund3.05%
SmallCap S&P 600 Index Fund2.38%
MidCap S&P 400 Index Fund2.34%
Real Estate Securities Fund1.59%
International Small Company Fund0.67%
Diversified Real Asset Fund0.44%

PHTFX (Jan. 31, 2026)

SecurityWeight
Bond Market Index Fund34.16%
LargeCap S&P 500 Index Fund19.45%
Short-Term Income Fund16.50%
International Equity Fund9.61%
High Yield Fund6.36%
Inflation Protection Fund5.63%
Global Emerging Markets Fund2.25%
SmallCap S&P 600 Index Fund1.75%
MidCap S&P 400 Index Fund1.72%
Real Estate Securities Fund1.62%
International Small Company Fund0.49%
Diversified Real Asset Fund0.47%

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