PPNBX Mutual Fund

NAV$8.70

TER1.47%

Holdings106

PPNBX Mutual Fund

NAV$8.70

Putnam Pennsylvania Tax Exempt Income Fund B Shares

TER1.47%

Holdings106

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PPNBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PPNBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PPNBX Mutual Fund Overlap Analysis

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

PPNBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, PPNBX may share significant positions with broad-market funds.

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