PMOCX Mutual Fund
PMOCX Mutual Fund
NAV$8.79
TER1.59%
Holdings176
PMOCX Mutual Fund
NAV$8.79
Putnam Minnesota Tax Exempt Income Fund Class C
TER1.59%
Holdings176
PMOCX Mutual Fund Overlap Analysis
PMOCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 176 holdings, PMOCX may share significant positions with broad-market funds.
PMOCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMOCX tax-loss harvesting finds highly correlated but non-identical funds.