RPPGX Mutual Fund
RPPGX Mutual Fund
NAV$9.41
TER0.28%
Holdings2
See how much of RPPGX you already own
RPPGX Mutual Fund
NAV$9.41
American Funds Preservation Portfolio Class R-6
TER0.28%
Holdings2
See how much of RPPGX you already own
RPPGX Mutual Fund Overlap Analysis
RPPGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RPPGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, RPPGX may share significant positions with broad-market funds.
RPPGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RPPGX tax-loss harvesting finds highly correlated but non-identical funds.