FPNIX Mutual Fund
FPNIX Mutual Fund
NAV$9.90
AUM$11.5B
TER0.45%
Holdings341
See how much of FPNIX you already own
FPNIX Mutual Fund
NAV$9.90
FPA New Income Fund Institutional Class
AUM$11.5B
TER0.45%
Holdings341
See how much of FPNIX you already own
FPNIX Mutual Fund Overlap Analysis
FPNIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPNIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 341 holdings, FPNIX may share significant positions with broad-market funds.
FPNIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPNIX tax-loss harvesting finds highly correlated but non-identical funds.