PSCMX Mutual Fund
PSCMX Mutual Fund
NAV$20.24
TER0.73%
Holdings120
See how much of PSCMX you already own
PSCMX Mutual Fund
NAV$20.24
Putnam Small Cap Value Fund Class R6
TER0.73%
Holdings120
See how much of PSCMX you already own
PSCMX Mutual Fund Overlap Analysis
PSCMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSCMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 120 holdings, PSCMX may share significant positions with broad-market funds.
PSCMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSCMX tax-loss harvesting finds highly correlated but non-identical funds.