POXBX Mutual Fund

NAV$8.41

AUM$1M

TER1.51%

Holdings92

POXBX Mutual Fund

NAV$8.41

Putnam Ohio Tax Exempt Income Fund B Shares

AUM$1M

TER1.51%

Holdings92

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Holdings Overlap Analysis

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

POXBX Mutual Fund Overlap Analysis

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

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

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