PHSTX Mutual Fund

NAV$61.15

AUM$1.1B

TER1.04%

Holdings43

PHSTX Mutual Fund

NAV$61.15

Putnam Global Health Care Fund Class A

AUM$1.1B

TER1.04%

Holdings43

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Holdings Overlap Analysis

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

PHSTX Mutual Fund Overlap Analysis

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

PHSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, PHSTX may share significant positions with broad-market funds.

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