PEIBX Mutual Fund Analysis & Holdings | MarketXLS

PEIBX Mutual Fund

NAV$8.01

AUM$5M

TER1.47%

Holdings308

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PEIBX Mutual Fund

NAV$8.01

Putnam New York Tax Exempt Income Fund Class B Shares

AUM$5M

TER1.47%

Holdings308

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

PEIBX Mutual Fund Overlap Analysis

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

PEIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 308 holdings, PEIBX may share significant positions with broad-market funds.

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