PHEFX Mutual Fund

PHEFX Mutual Fund

NAV$14.02
See how much of PHEFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Holdings Overlap Analysis

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

PHEFX Mutual Fund Overlap Analysis

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

PHEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 347 holdings, PHEFX may share significant positions with broad-market funds.

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