FNPFX Mutual Fund
FNPFX Mutual Fund
NAV$75.77
AUM$49M
TER0.40%
Holdings283
See how much of FNPFX you already own
FNPFX Mutual Fund
NAV$75.77
New Perspective Fund Class F-3
AUM$49M
TER0.40%
Holdings283
See how much of FNPFX you already own
FNPFX Mutual Fund Overlap Analysis
FNPFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FNPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, FNPFX may share significant positions with broad-market funds.
FNPFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FNPFX tax-loss harvesting finds highly correlated but non-identical funds.