PHLQX Mutual Fund

NAV$45.34

AUM$44M

TER0.80%

Holdings51

PHLQX Mutual Fund

NAV$45.34

PGIM Jennison Health Sciences Fund Class R6

AUM$44M

TER0.80%

Holdings51

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Holdings Overlap Analysis

Compare PHLQX 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 PHLQX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

PHLQX Mutual Fund Overlap Analysis

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

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

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