FONPX Mutual Fund

NAV$9.09

AUM$55M

TER0.45%

Holdings178

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FONPX Mutual Fund

NAV$9.09

Tributary Nebraska Tax-Free Fund Institutional Plus Class

AUM$55M

TER0.45%

Holdings178

See how much of FONPX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FONPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FONPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FONPX Mutual Fund Overlap Analysis

FONPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FONPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 178 holdings, FONPX may share significant positions with broad-market funds.

FONPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FONPX tax-loss harvesting finds highly correlated but non-identical funds.