FPPAX Mutual Fund Analysis & Holdings | MarketXLS

FPPAX Mutual Fund

NAV$12.03

AUM$3M

TER1.24%

Holdings106

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FPPAX Mutual Fund

NAV$12.03

MFS Prudent Investor Fund Class A

AUM$3M

TER1.24%

Holdings106

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FPPAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FPPAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.