PMOLX Mutual Fund
PMOLX Mutual Fund
NAV$9.16
TER0.51%
Holdings444
See how much of PMOLX you already own
PMOLX Mutual Fund
NAV$9.16
Putnam Mortgage Opportunities Fund Class R6
TER0.51%
Holdings444
See how much of PMOLX you already own
PMOLX Mutual Fund Overlap Analysis
PMOLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMOLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 444 holdings, PMOLX may share significant positions with broad-market funds.
PMOLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMOLX tax-loss harvesting finds highly correlated but non-identical funds.