PCTEX Mutual Fund

NAV$7.34

AUM$1.0B

TER0.88%

Holdings351

See how much of PCTEX you already own

Just $25 once·$99/mo·Download sample

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PCTEX Mutual Fund

NAV$7.34

Putnam California Tax Exempt Income Fund Class A

AUM$1.0B

TER0.88%

Holdings351

See how much of PCTEX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

PCTEX Mutual Fund Overlap Analysis

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

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

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