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PPLIX vs LTAOX

Shared holdings
15
PPLIX covered by LTAOX
72.14%
LTAOX covered by PPLIX
72.14%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 15 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PPLIX (Jan. 31, 2026)

SecurityWeight
LargeCap S&P 500 Index Fund25.94%
International Equity Fund25.40%
Equity Income Fund6.88%
LargeCap Value Fund III6.33%
LargeCap Growth Fund I6.15%
Global Emerging Markets Fund5.94%
Blue Chip Fund5.83%
SmallCap Fund4.21%
Core Fixed Income Fund4.00%
Small-MidCap Dividend Income Fund2.54%
MidCap Fund2.04%
Real Estate Securities Fund1.85%
International Small Company Fund1.29%
High Yield Fund1.14%
SmallCap S&P 600 Index Fund0.46%

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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