PHSTX Mutual Fund

NAV$67.89

AUM$1.1B

TER1.04%

Holdings119

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PHSTX Mutual Fund

NAV$67.89

Putnam Global Health Care Fund Class A

AUM$1.1B

TER1.04%

Holdings119

See how much of PHSTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

PHSTX Mutual Fund Overlap Analysis

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

PHSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 119 holdings, PHSTX may share significant positions with broad-market funds.

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