FPLCX Mutual Fund
NAV$10.21
AUM$1M
TER1.42%
Holdings116
FPLCX Mutual Fund
NAV$10.21
First Eagle Core Plus Municipal Fund Class C
AUM$1M
TER1.42%
Holdings116
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FPLCX Mutual Fund Overlap Analysis
FPLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, FPLCX may share significant positions with broad-market funds.
FPLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPLCX tax-loss harvesting finds highly correlated but non-identical funds.