POHRX Mutual Fund Analysis & Holdings | MarketXLS

POHRX Mutual Fund

NAV$8.40

TER0.61%

Holdings92

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POHRX Mutual Fund

NAV$8.40

Putnam Ohio Tax Exempt Income Fund Class R6

TER0.61%

Holdings92

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

POHRX Mutual Fund Overlap Analysis

POHRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

POHRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, POHRX may share significant positions with broad-market funds.

POHRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. POHRX tax-loss harvesting finds highly correlated but non-identical funds.