PCTCX Mutual Fund Analysis & Holdings | MarketXLS

PCTCX Mutual Fund

NAV$7.39

AUM$32M

TER1.63%

Holdings351

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PCTCX Mutual Fund

NAV$7.39

Putnam California Tax Exempt Income Fund Class C

AUM$32M

TER1.63%

Holdings351

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PCTCX Mutual Fund Overlap Analysis

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

PCTCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 351 holdings, PCTCX may share significant positions with broad-market funds.

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