FPPVX Mutual Fund
FPPVX Mutual Fund
NAV$12.04
AUM$13M
TER0.95%
Holdings106
See how much of FPPVX you already own
FPPVX Mutual Fund
NAV$12.04
MFS Prudent Investor Fund Class R6
AUM$13M
TER0.95%
Holdings106
See how much of FPPVX you already own
FPPVX Mutual Fund Overlap Analysis
FPPVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPPVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, FPPVX may share significant positions with broad-market funds.
FPPVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPPVX tax-loss harvesting finds highly correlated but non-identical funds.