PPTRX Mutual Fund

NAV$8.64

AUM$220,655.31

TER0.59%

Holdings106

See how much of PPTRX you already own

Just $25 once·$99/mo·Download sample

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PPTRX Mutual Fund

NAV$8.64

Putnam Pennsylvania Tax Exempt Income Fund Class R6

AUM$220,655.31

TER0.59%

Holdings106

See how much of PPTRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

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.