FPPUX Mutual Fund

NAV$12.04

AUM$68,647.34

TER0.99%

Holdings106

FPPUX Mutual Fund

NAV$12.04

MFS Prudent Investor Fund Class R4

AUM$68,647.34

TER0.99%

Holdings106

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Holdings Overlap Analysis

Compare FPPUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FPPUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FPPUX Mutual Fund Overlap Analysis

FPPUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FPPUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, FPPUX may share significant positions with broad-market funds.

FPPUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPPUX tax-loss harvesting finds highly correlated but non-identical funds.