PHYFX Mutual Fund

NAV$6.54

AUM$2.3B

TER0.52%

Holdings447

PHYFX Mutual Fund

NAV$6.54

Principal High Yield Fund Class R6

AUM$2.3B

TER0.52%

Holdings447

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Holdings Overlap Analysis

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

PHYFX Mutual Fund Overlap Analysis

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

PHYFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 447 holdings, PHYFX may share significant positions with broad-market funds.

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