PTFYX Mutual Fund Holdings Overlap Calculator | MarketXLS

PTFYX Mutual Fund

NAV$11.64

AUM$137M

TER0.71%

Holdings475

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PTFYX Mutual Fund

NAV$11.64

Putnam Tax-Free High Yield Fund Class Y

AUM$137M

TER0.71%

Holdings475

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

PTFYX Mutual Fund Overlap Analysis

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

PTFYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 475 holdings, PTFYX may share significant positions with broad-market funds.

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