PMVTX Mutual Fund
PMVTX Mutual Fund
NAV$8.83
AUM$3M
TER0.55%
Holdings176
See how much of PMVTX you already own
PMVTX Mutual Fund
NAV$8.83
Putnam Minnesota Tax Exempt Income Fund Class R6
AUM$3M
TER0.55%
Holdings176
See how much of PMVTX you already own
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.