PSCRX Mutual Fund
PSCRX Mutual Fund
NAV$17.23
AUM$1M
TER1.35%
Holdings120
See how much of PSCRX you already own
PSCRX Mutual Fund
NAV$17.23
Putnam Small Cap Value Fund Class R
AUM$1M
TER1.35%
Holdings120
See how much of PSCRX you already own
PSCRX Mutual Fund Overlap Analysis
PSCRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 120 holdings, PSCRX may share significant positions with broad-market funds.
PSCRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSCRX tax-loss harvesting finds highly correlated but non-identical funds.