FPFRX Mutual Fund Analysis & Holdings | MarketXLS

FPFRX Mutual Fund

NAV$47.30

AUM$46M

TER1.16%

Holdings145

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FPFRX Mutual Fund

NAV$47.30

FPA Crescent Fund Investor Class

AUM$46M

TER1.16%

Holdings145

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare FPFRX 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 FPFRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FPFRX Mutual Fund Overlap Analysis

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

FPFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 145 holdings, FPFRX may share significant positions with broad-market funds.

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