PINFX Mutual Fund

NAV$5.11

AUM$5M

TER0.45%

Holdings1,232

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PINFX Mutual Fund

NAV$5.11

Putnam Income Fund Class R5

AUM$5M

TER0.45%

Holdings1,232

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

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 1232 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.