FMPFX Mutual Fund
FMPFX Mutual Fund
NAV$42.88
TER0.81%
Holdings81
See how much of FMPFX you already own
FMPFX Mutual Fund
NAV$42.88
Nuveen Small Cap Growth Opportunities Fund Class R6
TER0.81%
Holdings81
See how much of FMPFX you already own
FMPFX Mutual Fund Overlap Analysis
FMPFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, FMPFX may share significant positions with broad-market funds.
FMPFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMPFX tax-loss harvesting finds highly correlated but non-identical funds.