PMVBX Mutual Fund

NAV$17.49

AUM$215,696.39

TER1.80%

Holdings123

PMVBX Mutual Fund

NAV$17.49

Putnam Sustainable Future Fund Class B

AUM$215,696.39

TER1.80%

Holdings123

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

PMVBX Mutual Fund Overlap Analysis

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

PMVBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 123 holdings, PMVBX may share significant positions with broad-market funds.

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