PEQRX Mutual Fund Analysis & Holdings | MarketXLS

PEQRX Mutual Fund

NAV$45.16

AUM$90M

TER1.10%

Holdings133

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PEQRX Mutual Fund

NAV$45.16

Putnam Large Cap Value Fund Class R

AUM$90M

TER1.10%

Holdings133

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

PEQRX Mutual Fund Overlap Analysis

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

PEQRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, PEQRX may share significant positions with broad-market funds.

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