PLJMX Mutual Fund
PLJMX Mutual Fund
NAV$67.37
TER0.49%
Holdings152
See how much of PLJMX you already own
PLJMX Mutual Fund
NAV$67.37
Putnam US Research Fund Class R6
TER0.49%
Holdings152
See how much of PLJMX you already own
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 152 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.