PFLRX Mutual Fund

NAV$7.67

AUM$278M

TER1.00%

Holdings236

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PFLRX Mutual Fund

NAV$7.67

Putnam Floating Rate Income Fund Class A

AUM$278M

TER1.00%

Holdings236

See inside every fund you own

$99/yr 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 PFLRX 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 PFLRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PFLRX Mutual Fund Overlap Analysis

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

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

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