FPPUX Mutual Fund
FPPUX Mutual Fund
NAV$12.04
AUM$68,647.34
TER0.99%
Holdings106
See how much of FPPUX you already own
FPPUX Mutual Fund
NAV$12.04
MFS Prudent Investor Fund Class R4
AUM$68,647.34
TER0.99%
Holdings106
See how much of FPPUX you already own
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.