PUTIX Mutual Fund

NAV$10.82

AUM$102M

TER0.57%

Holdings743

PUTIX Mutual Fund

NAV$10.82

PIMCO Low Duration Opportunities Fund Class INSTL

AUM$102M

TER0.57%

Holdings743

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

PUTIX Mutual Fund Overlap Analysis

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

PUTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 743 holdings, PUTIX may share significant positions with broad-market funds.

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