MLPFX Mutual Fund
MLPFX Mutual Fund
NAV$11.19
AUM$583M
TER1.44%
Holdings48
See how much of MLPFX you already own
MLPFX Mutual Fund
NAV$11.19
Invesco SteelPath MLP Select 40 Fund Class A
AUM$583M
TER1.44%
Holdings48
See how much of MLPFX you already own
MLPFX Mutual Fund Overlap Analysis
MLPFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, MLPFX may share significant positions with broad-market funds.
MLPFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLPFX tax-loss harvesting finds highly correlated but non-identical funds.