PURYX Mutual Fund
NAV$66.32
TER0.49%
Holdings175
PURYX Mutual Fund
NAV$66.32
Putnam US Research Fund Class Y
TER0.49%
Holdings175
PURYX Mutual Fund Overlap Analysis
PURYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PURYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 175 holdings, PURYX may share significant positions with broad-market funds.
PURYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PURYX tax-loss harvesting finds highly correlated but non-identical funds.