FPNTX Mutual Fund
FPNTX Mutual Fund
NAV$9.92
TER0.82%
Holdings252
See how much of FPNTX you already own
FPNTX Mutual Fund
NAV$9.92
Nuveen Pennsylvania Municipal Bond Fund Class A
TER0.82%
Holdings252
See how much of FPNTX you already own
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.