TPNFX Mutual Fund
TPNFX Mutual Fund
TER0.76%
Holdings283
TPNFX Mutual Fund
New Perspective Fund Class 529-T
TER0.76%
Holdings283
TPNFX Mutual Fund Overlap Analysis
TPNFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TPNFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, TPNFX may share significant positions with broad-market funds.
TPNFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TPNFX tax-loss harvesting finds highly correlated but non-identical funds.