PTRKX Mutual Fund

NAV$8.13

TER0.89%

Holdings880

PTRKX Mutual Fund

NAV$8.13

Putnam Core Bond Fund Class R

TER0.89%

Holdings880

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PTRKX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PTRKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PTRKX Mutual Fund Overlap Analysis

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

PTRKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 880 holdings, PTRKX may share significant positions with broad-market funds.

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