PHASX Mutual Fund

NAV$8.08

AUM$1M

TER1.68%

Holdings322

PHASX Mutual Fund

NAV$8.08

Principal MidCap Growth Fund III Class R-1

AUM$1M

TER1.68%

Holdings322

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PHASX Mutual Fund Overlap Analysis

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

PHASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 322 holdings, PHASX may share significant positions with broad-market funds.

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