PSLCX Mutual Fund
NAV$12.13
AUM$10M
TER1.89%
Holdings120
PSLCX Mutual Fund
NAV$12.13
Putnam Small Cap Value Fund Class C
AUM$10M
TER1.89%
Holdings120

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
PSLCX Mutual Fund Overlap Analysis
PSLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 120 holdings, PSLCX may share significant positions with broad-market funds.
PSLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSLCX tax-loss harvesting finds highly correlated but non-identical funds.