PMTBX Mutual Fund Analysis & Holdings | MarketXLS

PMTBX Mutual Fund

NAV$8.81

AUM$508,753.96

TER1.50%

Holdings176

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PMTBX Mutual Fund

NAV$8.81

Putnam Minnesota Tax Exempt Income Fund Class B

AUM$508,753.96

TER1.50%

Holdings176

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 PMTBX 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 PMTBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMTBX Mutual Fund Overlap Analysis

PMTBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PMTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 176 holdings, PMTBX may share significant positions with broad-market funds.

PMTBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMTBX tax-loss harvesting finds highly correlated but non-identical funds.