PHEAX Mutual Fund

NAV$8.46

AUM$393,755.24

TER0.88%

Holdings502

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PHEAX Mutual Fund

NAV$8.46

PGIM Global Total Return (USD Hedged) Fund Class A

AUM$393,755.24

TER0.88%

Holdings502

See how much of PHEAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

PHEAX Mutual Fund Overlap Analysis

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

PHEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 502 holdings, PHEAX may share significant positions with broad-market funds.

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