Portfolio concentration
As of January 31, 2026 · N-PORT
Holdings
9
Top-10 weight
100.00%
Effective holdings
?
The number of equal-weight positions that would produce this portfolio's concentration (1 ÷ Herfindahl index). A 500-stock fund dominated by a few mega-caps might have only ~100 effective holdings.
3
Crowding
?
The value-weighted average number of funds that also own this fund's positions. High = consensus/crowded picks; low = holdings few other funds own.
38.7
Holdings
As of January 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | LargeCap S&P 500 Index Fund | PLFIX | 234,686 | $7.70M | 52.42% |
| 2 | International Equity Fund | PIIDX | 221,310 | $3.80M | 25.85% |
| 3 | Global Emerging Markets Fund | PIIMX | 23,802 | $884.96K | 6.02% |
| 4 | SmallCap S&P 600 Index Fund | PSPIX | 26,770 | $694.41K | 4.72% |
| 5 | MidCap S&P 400 Index Fund | PMAPX | 30,346 | $681.58K | 4.64% |
| 6 | Bond Market Index Fund | PNIIX | 38,195 | $326.57K | 2.22% |
| 7 | Real Estate Securities Fund | PFRSX | 10,003 | $283.28K | 1.93% |
| 8 | International Small Company Fund | PFISX | 14,823 | $194.93K | 1.33% |
| 9 | High Yield Fund | PHYFX | 15,857 | $106.40K | 0.72% |
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