RNPEX Mutual Fund
RNPEX Mutual Fund
NAV$74.05
AUM$49M
TER0.75%
Holdings283
See how much of RNPEX you already own
RNPEX Mutual Fund
NAV$74.05
New Perspective Fund Class R-4
AUM$49M
TER0.75%
Holdings283
See how much of RNPEX you already own
RNPEX Mutual Fund Overlap Analysis
RNPEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RNPEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, RNPEX may share significant positions with broad-market funds.
RNPEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RNPEX tax-loss harvesting finds highly correlated but non-identical funds.