TPNFX Mutual Fund
TPNFX Mutual Fund
New Perspective Fund Class 529-T
TER0.76%
Holdings283
See how much of TPNFX you already own
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.