PSDLX Mutual Fund

NAV$10.09

TER0.82%

Holdings573

PSDLX Mutual Fund

NAV$10.09

Putnam Ultra Short Duration Income Fund Class C

TER0.82%

Holdings573

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare PSDLX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PSDLX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PSDLX Mutual Fund Overlap Analysis

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

PSDLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 573 holdings, PSDLX may share significant positions with broad-market funds.

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