PCLGX Mutual Fund
PCLGX Mutual Fund
NAV$7.36
TER0.63%
Holdings351
See how much of PCLGX you already own
PCLGX Mutual Fund
NAV$7.36
Putnam California Tax Exempt Income Fund Class R6
TER0.63%
Holdings351
See how much of PCLGX you already own
PCLGX Mutual Fund Overlap Analysis
PCLGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCLGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 351 holdings, PCLGX may share significant positions with broad-market funds.
PCLGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCLGX tax-loss harvesting finds highly correlated but non-identical funds.