RPPVX Mutual Fund
NAV$9.36
TER1.36%
Holdings2
RPPVX Mutual Fund
NAV$9.36
American Funds Preservation Portfolio Class R-1
TER1.36%
Holdings2
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.