PHLAX Mutual Fund

NAV$33.85

AUM$595M

TER1.15%

Holdings51

PHLAX Mutual Fund

NAV$33.85

PGIM Jennison Health Sciences Fund Class A

AUM$595M

TER1.15%

Holdings51

✓All holdings

✓Overlap Analysis

✓ETF Screener

✓Compare ETFs

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PHLAX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

PHLAX Mutual Fund Overlap Analysis

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

PHLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, PHLAX may share significant positions with broad-market funds.

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