PFPFX Mutual Fund
PFPFX Mutual Fund
NAV$67.30
AUM$54M
TER1.21%
Holdings33
See how much of PFPFX you already own
PFPFX Mutual Fund
NAV$67.30
Poplar Forest Partners Fund Class A
AUM$54M
TER1.21%
Holdings33
See how much of PFPFX you already own
PFPFX Mutual Fund Overlap Analysis
PFPFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PFPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, PFPFX may share significant positions with broad-market funds.
PFPFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFPFX tax-loss harvesting finds highly correlated but non-identical funds.