PEXTX Mutual Fund
PEXTX Mutual Fund
NAV$7.86
AUM$4M
TER0.64%
Holdings303
See how much of PEXTX you already own
PEXTX Mutual Fund
NAV$7.86
Putnam Tax Exempt Income Fund Class R6
AUM$4M
TER0.64%
Holdings303
See how much of PEXTX you already own
PEXTX Mutual Fund Overlap Analysis
PEXTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PEXTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 303 holdings, PEXTX may share significant positions with broad-market funds.
PEXTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PEXTX tax-loss harvesting finds highly correlated but non-identical funds.