PBATX Mutual Fund

NAV$10.58

TER0.45%

Holdings4

PBATX Mutual Fund

NAV$10.58

Putnam Retirement Advantage 2025 Fund Class R6

TER0.45%

Holdings4

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Holdings Overlap Analysis

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

PBATX Mutual Fund Overlap Analysis

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

PBATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, PBATX may share significant positions with broad-market funds.

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