FPMAX Mutual Fund Analysis & Holdings | MarketXLS

FPMAX Mutual Fund

NAV$10.21

AUM$3M

TER0.67%

Holdings116

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FPMAX Mutual Fund

NAV$10.21

First Eagle Core Plus Municipal Fund Class A

AUM$3M

TER0.67%

Holdings116

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

FPMAX Mutual Fund Overlap Analysis

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

FPMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, FPMAX may share significant positions with broad-market funds.

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