POXBX Mutual Fund
POXBX Mutual Fund
NAV$8.41
AUM$1M
TER1.51%
Holdings92
See how much of POXBX you already own
POXBX Mutual Fund
NAV$8.41
Putnam Ohio Tax Exempt Income Fund B Shares
AUM$1M
TER1.51%
Holdings92
See how much of POXBX you already own
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.