PHICX Mutual Fund

NAV$9.33

AUM$16M

TER1.64%

Holdings431

PHICX Mutual Fund

NAV$9.33

PGIM Muni High Income Fund Class C

AUM$16M

TER1.64%

Holdings431

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Holdings Overlap Analysis

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

PHICX Mutual Fund Overlap Analysis

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

PHICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 431 holdings, PHICX may share significant positions with broad-market funds.

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