PUSYX Mutual Fund
PUSYX Mutual Fund
NAV$7.79
TER0.67%
Holdings10
See how much of PUSYX you already own
PUSYX Mutual Fund
NAV$7.79
Putnam Mortgage Securities Fund Class Y
TER0.67%
Holdings10
See how much of PUSYX you already own
PUSYX Mutual Fund Overlap Analysis
PUSYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PUSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, PUSYX may share significant positions with broad-market funds.
PUSYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PUSYX tax-loss harvesting finds highly correlated but non-identical funds.