PHDYX Mutual Fund Analysis & Holdings | MarketXLS

PHDYX Mutual Fund

NAV$8.81

AUM$686,943.37

TER0.88%

Holdings1,399

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PHDYX Mutual Fund

NAV$8.81

Pace High Yield Investments Class Y

AUM$686,943.37

TER0.88%

Holdings1,399

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

PHDYX Mutual Fund Overlap Analysis

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

PHDYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1399 holdings, PHDYX may share significant positions with broad-market funds.

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