Compare fund portfolios

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

vs

PLKTX vs PHTUX

Shared holdings
9
PLKTX covered by PHTUX
97.82%
PHTUX covered by PLKTX
97.82%

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.

PLKTX (Jan. 31, 2026)

SecurityWeight
LargeCap S&P 500 Index Fund52.47%
International Equity Fund25.91%
Global Emerging Markets Fund6.05%
SmallCap S&P 600 Index Fund4.73%
MidCap S&P 400 Index Fund4.64%
Bond Market Index Fund2.22%
Real Estate Securities Fund1.93%
International Small Company Fund1.32%
High Yield Fund0.72%

PHTUX (Jan. 31, 2026)

SecurityWeight
LargeCap S&P 500 Index Fund51.29%
International Equity Fund25.33%
Global Emerging Markets Fund5.92%
SmallCap S&P 600 Index Fund4.62%
MidCap S&P 400 Index Fund4.53%
Bond Market Index Fund3.99%
Real Estate Securities Fund1.88%
International Small Company Fund1.29%
High Yield Fund1.14%

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