FPPQX Mutual Fund
FPPQX Mutual Fund
NAV$12.03
AUM$67,431.34
TER1.24%
Holdings106
See how much of FPPQX you already own
FPPQX Mutual Fund
NAV$12.03
MFS Prudent Investor Fund Class R3
AUM$67,431.34
TER1.24%
Holdings106
See how much of FPPQX you already own
FPPQX Mutual Fund Overlap Analysis
FPPQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPPQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, FPPQX may share significant positions with broad-market funds.
FPPQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPPQX tax-loss harvesting finds highly correlated but non-identical funds.