PMATX Mutual Fund Analysis & Holdings | MarketXLS

PMATX Mutual Fund

NAV$9.01

AUM$661,570.19

TER0.54%

Holdings172

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PMATX Mutual Fund

NAV$9.01

Putnam Massachusetts Tax Exempt Income Fund Class R6

AUM$661,570.19

TER0.54%

Holdings172

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

PMATX Mutual Fund Overlap Analysis

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

PMATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 172 holdings, PMATX may share significant positions with broad-market funds.

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