PINFX Mutual Fund
PINFX Mutual Fund
NAV$5.04
AUM$5M
TER0.45%
Holdings1,264
See how much of PINFX you already own
PINFX Mutual Fund
NAV$5.04
Putnam Income Fund Class R5
AUM$5M
TER0.45%
Holdings1,264
See how much of PINFX you already own
PINFX Mutual Fund Overlap Analysis
PINFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PINFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1264 holdings, PINFX may share significant positions with broad-market funds.
PINFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PINFX tax-loss harvesting finds highly correlated but non-identical funds.