PLTAX Mutual Fund

PLTAX Mutual Fund

NAV$20.71
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Showing the top 10 of 16 holdings · as of Apr 30, 2026
Top 10 weight
93.53%
PLTAX top 10 holdings, by weight
#TickerNameWeightCumulative
1
PLFIX
Largecap S&p 500 Index Fund
26.47%		26.5%
2DebtPinnacle West Capital
25.34%		51.8%
3—Equity Income Fund
7.22%		59.0%
4
PHJTX
Global Emerging Markets Fund
6.93%		66.0%
5
PLVIX
Largecap Value Fund Iii
6.56%		72.5%
6
PLCGX
Largecap Growth Fund I
6.03%		78.6%
7—Blue Chip Fund
5.57%		84.1%
8—Smallcap Fund
4.32%		88.4%
9
PMDHX
Small-Midcap Dividend Income Fund
2.58%		91.0%
10
PFRSX
Real Estate Securities Fund
2.51%		93.5%
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PLTAX Mutual Fund Top Holdings

PLTAX holdings top 10 positions. The top 10 holdings account for 93.5% of the fund, led by Largecap S&p 500 Index Fund at 26.5%, Pinnacle West Capital 5.15% 5/15/2030 at 25.3%, Equity Income Fund at 7.2%.

PLTAX portfolio concentration is relatively high, with the top 10 representing 93.5% of total assets.

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