PHEAX Mutual Fund

NAV$8.60

AUM$413,704.62

TER0.88%

Holdings502

PHEAX Mutual Fund

NAV$8.60

PGIM Global Total Return (USD Hedged) Fund Class A

AUM$413,704.62

TER0.88%

Holdings502

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Holdings Overlap Analysis

Compare PHEAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PHEAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PHEAX Mutual Fund Overlap Analysis

PHEAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PHEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 502 holdings, PHEAX may share significant positions with broad-market funds.

PHEAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PHEAX tax-loss harvesting finds highly correlated but non-identical funds.