PTAEX Mutual Fund

NAV$7.84

AUM$816M

TER0.92%

Holdings303

PTAEX Mutual Fund

NAV$7.84

Putnam Tax Exempt Income Fund Class A

AUM$816M

TER0.92%

Holdings303

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Holdings Overlap Analysis

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

PTAEX Mutual Fund Overlap Analysis

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

PTAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 303 holdings, PTAEX may share significant positions with broad-market funds.

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