FBPBX Mutual Fund
FBPBX Mutual Fund
NAV$20.15
AUM$29M
TER1.07%
Holdings65
See how much of FBPBX you already own
FBPBX Mutual Fund
NAV$20.15
FBP Appreciation & Income Opportunities Fund
AUM$29M
TER1.07%
Holdings65
See how much of FBPBX you already own
FBPBX Mutual Fund Overlap Analysis
FBPBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBPBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, FBPBX may share significant positions with broad-market funds.
FBPBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBPBX tax-loss harvesting finds highly correlated but non-identical funds.