PMVTX Mutual Fund Analysis & Holdings | MarketXLS

PMVTX Mutual Fund

NAV$8.83

AUM$3M

TER0.55%

Holdings176

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PMVTX Mutual Fund

NAV$8.83

Putnam Minnesota Tax Exempt Income Fund Class R6

AUM$3M

TER0.55%

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

PMVTX Mutual Fund Overlap Analysis

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

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

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