FPFRX Mutual Fund
FPFRX Mutual Fund
NAV$47.27
AUM$49M
TER1.15%
Holdings145
See how much of FPFRX you already own
FPFRX Mutual Fund
NAV$47.27
FPA Crescent Fund Investor Class
AUM$49M
TER1.15%
Holdings145
See how much of FPFRX you already own
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.