PHRIX Mutual Fund Analysis & Holdings | MarketXLS

PHRIX Mutual Fund

NAV$20.48

AUM$119M

TER0.99%

Holdings31

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PHRIX Mutual Fund

NAV$20.48

Virtus Duff & Phelps Real Estate Securities Fund I

AUM$119M

TER0.99%

Holdings31

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

Similar to PHRIX

Mutual Funds tracking PRO

Loading similar mutual funds...

PHRIX Mutual Fund Similar Funds

PHRIX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include CREEX, GURCX, IRSRX, IRSCX, CREAX.

PHRIX alternatives help with portfolio diversification and cost optimization. PHRIX overlap analysis shows shared holdings with similar funds. PHRIX tax-loss harvesting finds correlated substitutes.