FPCGX Mutual Fund
FPCGX Mutual Fund
NAV$24.26
AUM$61M
TER1.00%
Holdings28
See how much of FPCGX you already own
FPCGX Mutual Fund
NAV$24.26
Fort Pitt Capital Total Return Fund
AUM$61M
TER1.00%
Holdings28
See how much of FPCGX you already own
FPCGX Mutual Fund Overlap Analysis
FPCGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, FPCGX may share significant positions with broad-market funds.
FPCGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPCGX tax-loss harvesting finds highly correlated but non-identical funds.