PMOTX Mutual Fund
PMOTX Mutual Fund
NAV$9.23
AUM$146M
TER0.48%
Holdings444
See how much of PMOTX you already own
PMOTX Mutual Fund
NAV$9.23
Putnam Mortgage Opportunities Fund Class I
AUM$146M
TER0.48%
Holdings444
See how much of PMOTX you already own
PMOTX Mutual Fund Overlap Analysis
PMOTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMOTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 444 holdings, PMOTX may share significant positions with broad-market funds.
PMOTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMOTX tax-loss harvesting finds highly correlated but non-identical funds.