PSLBX Mutual Fund
PSLBX Mutual Fund
NAV$11.18
AUM$2M
TER1.93%
Holdings120
PSLBX Mutual Fund
NAV$11.18
Putnam Small Cap Value Fund Class B
AUM$2M
TER1.93%
Holdings120
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.