PMVRX Mutual Fund

NAV$17.46

TER1.27%

Holdings123

PMVRX Mutual Fund

NAV$17.46

Putnam Sustainable Future Fund Class R

TER1.27%

Holdings123

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare PMVRX 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 PMVRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMVRX Mutual Fund Overlap Analysis

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

PMVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 123 holdings, PMVRX may share significant positions with broad-market funds.

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