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PLMTX vs PHTNX

Shared holdings
9
PLMTX covered by PHTNX
79.89%
PHTNX covered by PLMTX
79.89%

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.

PLMTX (Jan. 31, 2026)

SecurityWeight
LargeCap S&P 500 Index Fund42.12%
International Equity Fund20.80%
Bond Market Index Fund18.50%
Global Emerging Markets Fund4.86%
SmallCap S&P 600 Index Fund3.80%
MidCap S&P 400 Index Fund3.72%
High Yield Fund3.16%
Real Estate Securities Fund1.98%
International Small Company Fund1.06%

PHTNX (Jan. 31, 2026)

SecurityWeight
LargeCap S&P 500 Index Fund31.22%
Bond Market Index Fund27.90%
International Equity Fund15.42%
Short-Term Income Fund5.13%
High Yield Fund4.50%
Inflation Protection Fund3.75%
Global Emerging Markets Fund3.60%
SmallCap S&P 600 Index Fund2.81%
MidCap S&P 400 Index Fund2.76%
Real Estate Securities Fund1.64%
International Small Company Fund0.79%
Diversified Real Asset Fund0.49%

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