PIMRX Mutual Fund Analysis & Holdings | MarketXLS

PIMRX Mutual Fund

NAV$9.68

AUM$422,311.66

TER0.57%

Holdings98

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PIMRX Mutual Fund

NAV$9.68

Putnam Intermediate-Term Municipal Income Fund Class R6

AUM$422,311.66

TER0.57%

Holdings98

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

PIMRX Mutual Fund Overlap Analysis

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

PIMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 98 holdings, PIMRX may share significant positions with broad-market funds.

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