MLPNX Mutual Fund
MLPNX Mutual Fund
NAV$8.42
AUM$87M
TER3.49%
Holdings20
See how much of MLPNX you already own
MLPNX Mutual Fund
NAV$8.42
Invesco SteelPath MLP Alpha Plus Fund Class Y
AUM$87M
TER3.49%
Holdings20
See how much of MLPNX you already own
MLPNX Mutual Fund Overlap Analysis
MLPNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLPNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, MLPNX may share significant positions with broad-market funds.
MLPNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLPNX tax-loss harvesting finds highly correlated but non-identical funds.