PSDTX Mutual Fund Analysis & Holdings | MarketXLS

PSDTX Mutual Fund

NAV$10.11

AUM$7.7B

TER0.42%

Holdings573

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PSDTX Mutual Fund

NAV$10.11

Putnam Ultra Short Duration Income Fund Class A

AUM$7.7B

TER0.42%

Holdings573

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

PSDTX Mutual Fund Overlap Analysis

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

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

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