PLJMX Mutual Fund
PLJMX Mutual Fund
NAV$66.82
TER0.49%
Holdings175
PLJMX Mutual Fund
NAV$66.82
Putnam US Research Fund Class R6
TER0.49%
Holdings175
PLJMX Mutual Fund Overlap Analysis
PLJMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLJMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 175 holdings, PLJMX may share significant positions with broad-market funds.
PLJMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLJMX tax-loss harvesting finds highly correlated but non-identical funds.