PSDRX Mutual Fund

NAV$10.09

TER0.82%

Holdings573

PSDRX Mutual Fund

NAV$10.09

Putnam Ultra Short Duration Income Fund Class R

TER0.82%

Holdings573

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Holdings Overlap Analysis

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

PSDRX Mutual Fund Overlap Analysis

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

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

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