RPPVX Mutual Fund
RPPVX Mutual Fund
NAV$9.32
TER1.36%
Holdings2
See how much of RPPVX you already own
RPPVX Mutual Fund
NAV$9.32
American Funds Preservation Portfolio Class R-1
TER1.36%
Holdings2
See how much of RPPVX you already own
RPPVX Mutual Fund Overlap Analysis
RPPVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RPPVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, RPPVX may share significant positions with broad-market funds.
RPPVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RPPVX tax-loss harvesting finds highly correlated but non-identical funds.