NPFCX Mutual Fund
NPFCX Mutual Fund
NAV$69.97
AUM$49M
TER1.47%
Holdings283
See how much of NPFCX you already own
NPFCX Mutual Fund
NAV$69.97
New Perspective Fund Class C
AUM$49M
TER1.47%
Holdings283
See how much of NPFCX you already own
NPFCX Mutual Fund Overlap Analysis
NPFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NPFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, NPFCX may share significant positions with broad-market funds.
NPFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NPFCX tax-loss harvesting finds highly correlated but non-identical funds.