MLPDX Mutual Fund
MLPDX Mutual Fund
NAV$7.33
AUM$2.0B
TER1.89%
Holdings29
See how much of MLPDX you already own
MLPDX Mutual Fund
NAV$7.33
Invesco SteelPath MLP Income Fund Class A
AUM$2.0B
TER1.89%
Holdings29
See how much of MLPDX you already own
MLPDX Mutual Fund Overlap Analysis
MLPDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLPDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, MLPDX may share significant positions with broad-market funds.
MLPDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLPDX tax-loss harvesting finds highly correlated but non-identical funds.