FPPEX Mutual Fund
FPPEX Mutual Fund
NAV$11.89
AUM$3M
TER1.99%
Holdings106
See how much of FPPEX you already own
FPPEX Mutual Fund
NAV$11.89
MFS Prudent Investor Fund Class C
AUM$3M
TER1.99%
Holdings106
See how much of FPPEX you already own
FPPEX Mutual Fund Overlap Analysis
FPPEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPPEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, FPPEX may share significant positions with broad-market funds.
FPPEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPPEX tax-loss harvesting finds highly correlated but non-identical funds.