PLZTX Mutual Fund

PLZTX Mutual Fund

NAV$15.45
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Showing the top 10 of 13 holdings · as of Apr 30, 2026
Top 10 weight
98.52%
PLZTX top 10 holdings, by weight
#TickerNameWeightCumulative
1
PLFIX
Largecap S&p 500 Index Fund
30.17%		30.2%
2DebtBond Market Index Fund
28.18%		58.4%
3—Real Asset Acquisition Corp. Warrant
14.74%		73.1%
4DebtFlemish Communit
5.61%		78.7%
5
PHYFX
High Yield Fund
4.57%		83.3%
6
PHJTX
Global Emerging Markets Fund
4.03%		87.3%
7
PIPIX
Inflation Protection Fund
3.88%		91.2%
8
PSSIX
Smallcap S&p 600 Index Fund
2.82%		94.0%
9DebtBrown + Brown Inc Sr Unsecured 03/29 4.5
2.69%		96.7%
10
PFRSX
Real Estate Securities Fund
1.83%		98.5%
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PLZTX Mutual Fund Top Holdings

PLZTX holdings top 10 positions. The top 10 holdings account for 98.5% of the fund, led by Largecap S&p 500 Index Fund at 30.2%, Bond Market Index Fund at 28.2%, Real Asset Acquisition Corp. Warrant at 14.7%.

PLZTX portfolio concentration is relatively high, with the top 10 representing 98.5% of total assets.

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