PTEIX Mutual Fund Analysis & Holdings | MarketXLS

PTEIX Mutual Fund

NAV$7.90

AUM$791M

TER0.79%

Holdings308

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PTEIX Mutual Fund

NAV$7.90

Putnam New York Tax Exempt Income Fund Class A

AUM$791M

TER0.79%

Holdings308

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

PTEIX Mutual Fund Overlap Analysis

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

PTEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 308 holdings, PTEIX may share significant positions with broad-market funds.

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