PPTRX Mutual Fund

NAV$8.64

AUM$220,655.31

TER0.59%

Holdings106

PPTRX Mutual Fund

NAV$8.64

Putnam Pennsylvania Tax Exempt Income Fund Class R6

AUM$220,655.31

TER0.59%

Holdings106

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Holdings Overlap Analysis

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

PPTRX Mutual Fund Overlap Analysis

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

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

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