PHGFX Mutual Fund Analysis & Holdings | MarketXLS

PHGFX Mutual Fund

NAV$4.86

AUM$32M

TER4.69%

Holdings108

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PHGFX Mutual Fund

NAV$4.86

Popular High Grade Fixed-Income Fund Class A

AUM$32M

TER4.69%

Holdings108

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

PHGFX Mutual Fund Overlap Analysis

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

PHGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, PHGFX may share significant positions with broad-market funds.

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