PHIAX Mutual Fund

NAV$8.75

AUM$2M

TER1.06%

Holdings1,399

PHIAX Mutual Fund

NAV$8.75

Pace High Yield Investments Class A

AUM$2M

TER1.06%

Holdings1,399

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Holdings Overlap Analysis

Compare PHIAX 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 PHIAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PHIAX Mutual Fund Overlap Analysis

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

PHIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1399 holdings, PHIAX may share significant positions with broad-market funds.

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