FPNRX Mutual Fund
FPNRX Mutual Fund
NAV$9.80
AUM$62M
TER0.55%
Holdings341
See how much of FPNRX you already own
FPNRX Mutual Fund
NAV$9.80
FPA New Income Fund Investor Class
AUM$62M
TER0.55%
Holdings341
See how much of FPNRX you already own
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.