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PLWIX vs LTAOX

Shared holdings
15
PLWIX covered by LTAOX
75.51%
LTAOX covered by PLWIX
75.51%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 18 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PLWIX (Jan. 31, 2026)

SecurityWeight
Core Fixed Income Fund32.39%
Short-Term Income Fund13.65%
LargeCap S&P 500 Index Fund11.50%
International Equity Fund11.22%
High Yield Fund5.81%
Inflation Protection Fund5.12%
Equity Income Fund3.03%
LargeCap Value Fund III2.78%
LargeCap Growth Fund I2.71%
Global Emerging Markets Fund2.63%
Blue Chip Fund2.56%
SmallCap Fund1.85%
Real Estate Securities Fund1.56%
Small-MidCap Dividend Income Fund1.12%
MidCap Fund0.90%
International Small Company Fund0.57%
Diversified Real Asset Fund0.39%
SmallCap S&P 600 Index Fund0.21%

LTAOX (Jan. 31, 2026)

SecurityWeight
Core Fixed Income Fund28.67%
LargeCap S&P 500 Index Fund18.20%
International Equity Fund17.79%
Equity Income Fund4.81%
LargeCap Value Fund III4.43%
LargeCap Growth Fund I4.30%
High Yield Fund4.20%
Global Emerging Markets Fund4.16%
Blue Chip Fund4.08%
SmallCap Fund2.95%
Real Estate Securities Fund1.98%
Small-MidCap Dividend Income Fund1.78%
MidCap Fund1.43%
International Small Company Fund0.91%
SmallCap S&P 600 Index Fund0.32%

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