PNJBX Mutual Fund
PNJBX Mutual Fund
NAV$8.76
TER1.46%
Holdings146
See how much of PNJBX you already own
PNJBX Mutual Fund
NAV$8.76
Putnam New Jersey Tax Exempt Income Fund Class B
TER1.46%
Holdings146
See how much of PNJBX you already own
PNJBX Mutual Fund Overlap Analysis
PNJBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PNJBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 146 holdings, PNJBX may share significant positions with broad-market funds.
PNJBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PNJBX tax-loss harvesting finds highly correlated but non-identical funds.