FPNTX Mutual Fund
NAV$10.13
TER0.82%
Holdings252
FPNTX Mutual Fund
NAV$10.13
Nuveen Pennsylvania Municipal Bond Fund Class A
TER0.82%
Holdings252
FPNTX Mutual Fund Overlap Analysis
FPNTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPNTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 252 holdings, FPNTX may share significant positions with broad-market funds.
FPNTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPNTX tax-loss harvesting finds highly correlated but non-identical funds.