PYSVX Mutual Fund
NAV$20.28
TER0.89%
Holdings120
PYSVX Mutual Fund
NAV$20.28
Putnam Small Cap Value Fund Class Y
TER0.89%
Holdings120

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