Compare fund portfolios

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

vs

PLWIX vs PHTFX

Shared holdings
10
PLWIX covered by PHTFX
50.58%
PHTFX covered by PLWIX
50.58%

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%

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.