Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
PHTUX vs PHTYX
Shared holdings
9
PHTUX covered by PHTYX
92.51%
PHTYX covered by PHTUX
92.51%
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.
PHTUX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| LargeCap S&P 500 Index Fund | 51.29% | |
| International Equity Fund | 25.33% | |
| Global Emerging Markets Fund | 5.92% | |
| SmallCap S&P 600 Index Fund | 4.62% | |
| MidCap S&P 400 Index Fund | 4.53% | |
| Bond Market Index Fund | 3.99% | |
| Real Estate Securities Fund | 1.88% | |
| International Small Company Fund | 1.29% | |
| High Yield Fund | 1.14% |
PHTYX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| LargeCap S&P 500 Index Fund | 47.16% | |
| International Equity Fund | 23.29% | |
| Bond Market Index Fund | 10.36% | |
| Global Emerging Markets Fund | 5.44% | |
| SmallCap S&P 600 Index Fund | 4.25% | |
| MidCap S&P 400 Index Fund | 4.17% | |
| High Yield Fund | 2.23% | |
| Real Estate Securities Fund | 1.91% | |
| International Small Company Fund | 1.19% |
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