FPPQX Mutual Fund
FPPQX Mutual Fund
NAV$12.03
AUM$67,431.34
TER1.24%
Holdings106
FPPQX Mutual Fund
NAV$12.03
MFS Prudent Investor Fund Class R3
AUM$67,431.34
TER1.24%
Holdings106
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.