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PLWIX vs PTDMX

Shared holdings
15
PLWIX covered by PTDMX
64.36%
PTDMX covered by PLWIX
64.36%

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%

PTDMX (Jan. 31, 2026)

SecurityWeight
LargeCap S&P 500 Index Fund21.31%
International Equity Fund20.85%
Core Fixed Income Fund18.55%
Equity Income Fund5.64%
LargeCap Value Fund III5.19%
LargeCap Growth Fund I5.05%
Global Emerging Markets Fund4.88%
Blue Chip Fund4.79%
SmallCap Fund3.45%
High Yield Fund3.17%
Small-MidCap Dividend Income Fund2.09%
Real Estate Securities Fund1.91%
MidCap Fund1.67%
International Small Company Fund1.06%
SmallCap S&P 600 Index Fund0.38%

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