FPTPX Mutual Fund
FPTPX Mutual Fund
NAV$14.96
TER0.36%
Holdings9
See how much of FPTPX you already own
FPTPX Mutual Fund
NAV$14.96
American Funds Conservative Growth and Income Portfolio Class 529-F-3
TER0.36%
Holdings9
See how much of FPTPX you already own
FPTPX Mutual Fund Overlap Analysis
FPTPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPTPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FPTPX may share significant positions with broad-market funds.
FPTPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPTPX tax-loss harvesting finds highly correlated but non-identical funds.