PFLLX Mutual Fund Analysis & Holdings | MarketXLS

PFLLX Mutual Fund

NAV$7.67

TER1.25%

Holdings236

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PFLLX Mutual Fund

NAV$7.67

Putnam Floating Rate Income Fund Class R

TER1.25%

Holdings236

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

PFLLX Mutual Fund Overlap Analysis

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

PFLLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 236 holdings, PFLLX may share significant positions with broad-market funds.

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