PCLGX Mutual Fund
PCLGX Mutual Fund
NAV$7.36
TER0.63%
Holdings351
PCLGX Mutual Fund
NAV$7.36
Putnam California Tax Exempt Income Fund Class R6
TER0.63%
Holdings351
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.