PHLCX Mutual Fund Holdings Overlap Calculator | MarketXLS

PHLCX Mutual Fund

NAV$10.79

AUM$11M

TER1.97%

Holdings55

See what you own twice

Check PHLCX against your other funds. Free for up to 5.

Check my overlap

PHLCX Mutual Fund

NAV$10.79

PGIM Jennison Health Sciences Fund Class C

AUM$11M

TER1.97%

Holdings55

See what you own twice

Check PHLCX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

PHLCX Mutual Fund Overlap Analysis

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

PHLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, PHLCX may share significant positions with broad-market funds.

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