PMATX Mutual Fund
PMATX Mutual Fund
NAV$9.01
AUM$661,570.19
TER0.54%
Holdings172
See how much of PMATX you already own
PMATX Mutual Fund
NAV$9.01
Putnam Massachusetts Tax Exempt Income Fund Class R6
AUM$661,570.19
TER0.54%
Holdings172
See how much of PMATX you already own
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.