PMVAX Mutual Fund
PMVAX Mutual Fund
NAV$15.36
AUM$325M
TER1.02%
Holdings123
See how much of PMVAX you already own
PMVAX Mutual Fund
NAV$15.36
Putnam Sustainable Future Fund Class A
AUM$325M
TER1.02%
Holdings123
See how much of PMVAX you already own
PMVAX Mutual Fund Overlap Analysis
PMVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 123 holdings, PMVAX may share significant positions with broad-market funds.
PMVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMVAX tax-loss harvesting finds highly correlated but non-identical funds.