PCIYX Mutual Fund
PCIYX Mutual Fund
NAV$7.36
AUM$89M
TER0.63%
Holdings351
See how much of PCIYX you already own
PCIYX Mutual Fund
NAV$7.36
Putnam California Tax Exempt Income Fund Class Y
AUM$89M
TER0.63%
Holdings351
See how much of PCIYX you already own
PCIYX Mutual Fund Overlap Analysis
PCIYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCIYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 351 holdings, PCIYX may share significant positions with broad-market funds.
PCIYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCIYX tax-loss harvesting finds highly correlated but non-identical funds.