FPUXX Mutual Fund
FPUXX Mutual Fund
NAV$1.00
AUM$31M
TER0.30%
Holdings133
FPUXX Mutual Fund
NAV$1.00
Retail Prime Obligations Fund Class V
AUM$31M
TER0.30%
Holdings133
FPUXX Mutual Fund Overlap Analysis
FPUXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPUXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, FPUXX may share significant positions with broad-market funds.
FPUXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPUXX tax-loss harvesting finds highly correlated but non-identical funds.