PNJBX Mutual Fund Analysis & Holdings | MarketXLS

PNJBX Mutual Fund

NAV$8.76

TER1.46%

Holdings146

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PNJBX Mutual Fund

NAV$8.76

Putnam New Jersey Tax Exempt Income Fund Class B

TER1.46%

Holdings146

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

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.