PLRTX Mutual Fund

PLRTX Mutual Fund

NAV$16.69
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Showing top 10 of 10 holdings · as of Apr 30, 2026
PLRTX holdings, by weight
#TickerNameWeightCumulative
1
PLFIX
Largecap S&p 500 Index Fund
34.90%		34.9%
2DebtBond Market Index Fund
29.36%		64.3%
3—International Equity Fund
17.03%		81.3%
4
PHJTX
Global Emerging Markets Fund
4.66%		85.9%
5
PHYFX
High Yield Fund
4.23%		90.2%
6
PSSIX
Smallcap S&p 600 Index Fund
3.29%		93.5%
7—Midcap S&P 400 Index Fund
3.14%		96.6%
8
PFRSX
Real Estate Securities Fund
2.54%		99.2%
9
INSW
International Small Company Fund
0.84%		100.0%
10—Other Net Assets
0.02%		100.0%
Not reported for this fund: shares, market value, share changes, sector, industry.

PLRTX Mutual Fund All Holdings

PLRTX holdings total 9 positions. The top 10 holdings account for 100.0% of the fund, led by Largecap S&p 500 Index Fund at 34.9%, Bond Market Index Fund at 29.4%, International Equity Fund at 17.0%.

PLRTX portfolio concentration is relatively high, with the top 10 representing 100.0% of total assets.

PLRTX sectors provide a detailed breakdown. PLRTX overlap shows how holdings compare to other funds in your portfolio.