PHSZX Mutual Fund

NAV$44.82

Holdings Overlap Analysis

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

🔍

Discover Portfolio Overlap

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

PHSZX Mutual Fund Overlap Analysis

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

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

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