FPNRX Mutual Fund
FPNRX Mutual Fund
NAV$9.92
AUM$63M
TER0.55%
Holdings341
FPNRX Mutual Fund
NAV$9.92
FPA New Income Fund Investor Class
AUM$63M
TER0.55%
Holdings341
FPNRX Mutual Fund Overlap Analysis
FPNRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPNRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 341 holdings, FPNRX may share significant positions with broad-market funds.
FPNRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPNRX tax-loss harvesting finds highly correlated but non-identical funds.