PIFRX Mutual Fund
NAV$4.92
TER0.99%
Holdings1,232
PIFRX Mutual Fund
NAV$4.92
Putnam Income Fund Class R
TER0.99%
Holdings1,232
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PIFRX Mutual Fund Overlap Analysis
PIFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PIFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1232 holdings, PIFRX may share significant positions with broad-market funds.
PIFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PIFRX tax-loss harvesting finds highly correlated but non-identical funds.