POTYX Mutual Fund Analysis & Holdings | MarketXLS

POTYX Mutual Fund

NAV$8.40

TER0.63%

Holdings92

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POTYX Mutual Fund

NAV$8.40

Putnam Ohio Tax Exempt Income Fund Class Y

TER0.63%

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

POTYX Mutual Fund Overlap Analysis

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

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

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