FPFIX Mutual Fund
FPFIX Mutual Fund
NAV$10.05
AUM$2.0B
TER0.55%
Holdings390
See how much of FPFIX you already own
FPFIX Mutual Fund
NAV$10.05
FPA Flexible Fixed Income Fund Institutional Class
AUM$2.0B
TER0.55%
Holdings390
See how much of FPFIX you already own
FPFIX Mutual Fund Overlap Analysis
FPFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 390 holdings, FPFIX may share significant positions with broad-market funds.
FPFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPFIX tax-loss harvesting finds highly correlated but non-identical funds.