FPPAX Mutual Fund
FPPAX Mutual Fund
NAV$12.03
AUM$3M
TER1.24%
Holdings106
See how much of FPPAX you already own
FPPAX Mutual Fund
NAV$12.03
MFS Prudent Investor Fund Class A
AUM$3M
TER1.24%
Holdings106
See how much of FPPAX you already own
FPPAX Mutual Fund Overlap Analysis
FPPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, FPPAX may share significant positions with broad-market funds.
FPPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPPAX tax-loss harvesting finds highly correlated but non-identical funds.