PSCRX Mutual Fund Analysis & Holdings | MarketXLS

PSCRX Mutual Fund

NAV$18.19

AUM$1M

TER1.39%

Holdings120

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PSCRX Mutual Fund

NAV$18.19

Putnam Small Cap Value Fund Class R

AUM$1M

TER1.39%

Holdings120

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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.