PHIZX Mutual Fund

PHIZX Mutual Fund

NAV$9.35
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Holdings Overlap Analysis

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

PHIZX Mutual Fund Overlap Analysis

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

PHIZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 431 holdings, PHIZX may share significant positions with broad-market funds.

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