PSMEX Mutual Fund Analysis & Holdings | MarketXLS

PSMEX Mutual Fund

NAV$9.95

AUM$12M

TER0.61%

Holdings191

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PSMEX Mutual Fund

NAV$9.95

Putnam Short Term Municipal Income Fund Class A

AUM$12M

TER0.61%

Holdings191

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

PSMEX Mutual Fund Overlap Analysis

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

PSMEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, PSMEX may share significant positions with broad-market funds.

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