PTNJX Mutual Fund
PTNJX Mutual Fund
NAV$8.75
TER0.82%
Holdings146
See how much of PTNJX you already own
PTNJX Mutual Fund
NAV$8.75
Putnam New Jersey Tax Exempt Income Fund Class A
TER0.82%
Holdings146
See how much of PTNJX you already own
PTNJX Mutual Fund Overlap Analysis
PTNJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PTNJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 146 holdings, PTNJX may share significant positions with broad-market funds.
PTNJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PTNJX tax-loss harvesting finds highly correlated but non-identical funds.