PUICX Mutual Fund

NAV$4.93

AUM$110M

TER1.49%

Holdings1,232

PUICX Mutual Fund

NAV$4.93

Putnam Income Fund Class C

AUM$110M

TER1.49%

Holdings1,232

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Holdings Overlap Analysis

Compare PUICX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PUICX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PUICX Mutual Fund Overlap Analysis

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

PUICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1232 holdings, PUICX may share significant positions with broad-market funds.

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