PRFBX Mutual Fund

NAV$46.10

AUM$6M

TER1.79%

Holdings175

PRFBX Mutual Fund

NAV$46.10

Putnam US Research Fund B

AUM$6M

TER1.79%

Holdings175

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Holdings Overlap Analysis

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

PRFBX Mutual Fund Overlap Analysis

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

PRFBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 175 holdings, PRFBX may share significant positions with broad-market funds.

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