FPPDX Mutual Fund
FPPDX Mutual Fund
NAV$11.94
AUM$75,717.2
TER1.99%
Holdings106
See how much of FPPDX you already own
FPPDX Mutual Fund
NAV$11.94
MFS Prudent Investor Fund Class B
AUM$75,717.2
TER1.99%
Holdings106
See how much of FPPDX you already own
FPPDX Mutual Fund Overlap Analysis
FPPDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPPDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, FPPDX may share significant positions with broad-market funds.
FPPDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPPDX tax-loss harvesting finds highly correlated but non-identical funds.