FBPBX Mutual Fund
FBPBX Mutual Fund
NAV$20.15
AUM$29M
TER1.07%
Holdings65
FBPBX Mutual Fund
NAV$20.15
FBP Appreciation & Income Opportunities Fund
AUM$29M
TER1.07%
Holdings65
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.