PMVYX Mutual Fund Analysis & Holdings | MarketXLS

PMVYX Mutual Fund

NAV$19.57

AUM$32M

TER0.77%

Holdings123

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PMVYX Mutual Fund

NAV$19.57

Putnam Sustainable Future Fund Class Y

AUM$32M

TER0.77%

Holdings123

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

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Discover Portfolio Overlap

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

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.