PNYRX Mutual Fund
PNYRX Mutual Fund
NAV$7.90
AUM$3M
TER0.53%
Holdings308
See how much of PNYRX you already own
PNYRX Mutual Fund
NAV$7.90
Putnam New York Tax Exempt Income Fund Class R6
AUM$3M
TER0.53%
Holdings308
See how much of PNYRX you already own
PNYRX Mutual Fund Overlap Analysis
PNYRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PNYRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 308 holdings, PNYRX may share significant positions with broad-market funds.
PNYRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PNYRX tax-loss harvesting finds highly correlated but non-identical funds.