PMNYX Mutual Fund
PMNYX Mutual Fund
NAV$8.82
AUM$41M
TER0.59%
Holdings176
PMNYX Mutual Fund
NAV$8.82
Putnam Minnesota Tax Exempt Income Fund Class Y
AUM$41M
TER0.59%
Holdings176
PMNYX Mutual Fund Overlap Analysis
PMNYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMNYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 176 holdings, PMNYX may share significant positions with broad-market funds.
PMNYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMNYX tax-loss harvesting finds highly correlated but non-identical funds.