FPACX Mutual Fund
NAV$47.33
AUM$7.8B
TER1.06%
Holdings145
FPACX Mutual Fund
NAV$47.33
FPA Crescent Fund Institutional Class
AUM$7.8B
TER1.06%
Holdings145
FPACX Mutual Fund Overlap Analysis
FPACX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 145 holdings, FPACX may share significant positions with broad-market funds.
FPACX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPACX tax-loss harvesting finds highly correlated but non-identical funds.