PMVYX Mutual Fund
PMVYX Mutual Fund
NAV$15.90
AUM$32M
TER0.77%
Holdings123
See how much of PMVYX you already own
PMVYX Mutual Fund
NAV$15.90
Putnam Sustainable Future Fund Class Y
AUM$32M
TER0.77%
Holdings123
See how much of PMVYX you already own
PMVYX Mutual Fund Overlap Analysis
PMVYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PMVYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 123 holdings, PMVYX may share significant positions with broad-market funds.
PMVYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PMVYX tax-loss harvesting finds highly correlated but non-identical funds.