FPPBX Mutual Fund
FPPBX Mutual Fund
NAV$21.56
TER0.40%
Holdings13
See how much of FPPBX you already own
FPPBX Mutual Fund
NAV$21.56
American Funds Moderate Growth and Income Portfolio Class 529-F-3
TER0.40%
Holdings13
See how much of FPPBX you already own
FPPBX Mutual Fund Overlap Analysis
FPPBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPPBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, FPPBX may share significant positions with broad-market funds.
FPPBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPPBX tax-loss harvesting finds highly correlated but non-identical funds.