PSMTX Mutual Fund

NAV$9.90

TER1.36%

Holdings191

PSMTX Mutual Fund

NAV$9.90

Putnam Short Term Municipal Income Fund Class C

TER1.36%

Holdings191

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Holdings Overlap Analysis

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

PSMTX Mutual Fund Overlap Analysis

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

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

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