PSLBX Mutual Fund
PSLBX Mutual Fund
NAV$11.18
AUM$2M
TER1.93%
Holdings120
See how much of PSLBX you already own
PSLBX Mutual Fund
NAV$11.18
Putnam Small Cap Value Fund Class B
AUM$2M
TER1.93%
Holdings120
See how much of PSLBX you already own
PSLBX Mutual Fund Overlap Analysis
PSLBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSLBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 120 holdings, PSLBX may share significant positions with broad-market funds.
PSLBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSLBX tax-loss harvesting finds highly correlated but non-identical funds.