PPNAX Mutual Fund Analysis & Holdings | MarketXLS

PPNAX Mutual Fund

NAV$14.06

TER0.90%

Holdings829

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PPNAX Mutual Fund

NAV$14.06

Putnam Strategic Intermediate Municipal Fund Class A

TER0.90%

Holdings829

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

PPNAX Mutual Fund Overlap Analysis

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

PPNAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 829 holdings, PPNAX may share significant positions with broad-market funds.

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