PHYNX Mutual Fund

NAV$8.50

AUM$965,326.82

TER0.72%

Holdings139

PHYNX Mutual Fund

NAV$8.50

Penn Capital Opportunistic High Income Fund Institutional Class

AUM$965,326.82

TER0.72%

Holdings139

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Holdings Overlap Analysis

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

PHYNX Mutual Fund Overlap Analysis

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

PHYNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 139 holdings, PHYNX may share significant positions with broad-market funds.

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