PFRZX Mutual Fund
PFRZX Mutual Fund
NAV$7.68
AUM$7M
TER0.67%
Holdings236
See how much of PFRZX you already own
PFRZX Mutual Fund
NAV$7.68
Putnam Floating Rate Income Fund Class R6
AUM$7M
TER0.67%
Holdings236
See how much of PFRZX you already own
PFRZX Mutual Fund Overlap Analysis
PFRZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PFRZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 236 holdings, PFRZX may share significant positions with broad-market funds.
PFRZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFRZX tax-loss harvesting finds highly correlated but non-identical funds.