PMOTX Mutual Fund Analysis & Holdings | MarketXLS

PMOTX Mutual Fund

NAV$9.20

AUM$146M

TER0.48%

Holdings444

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PMOTX Mutual Fund

NAV$9.20

Putnam Mortgage Opportunities Fund Class I

AUM$146M

TER0.48%

Holdings444

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PMOTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PMOTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.