PNJRX Mutual Fund
PNJRX Mutual Fund
NAV$8.77
TER0.56%
Holdings146
PNJRX Mutual Fund
NAV$8.77
Putnam New Jersey Tax Exempt Income Fund Class R6
TER0.56%
Holdings146
PNJRX Mutual Fund Overlap Analysis
PNJRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PNJRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 146 holdings, PNJRX may share significant positions with broad-market funds.
PNJRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PNJRX tax-loss harvesting finds highly correlated but non-identical funds.