FMPFX Mutual Fund
NAV$40.94
TER0.81%
Holdings81
FMPFX Mutual Fund
NAV$40.94
Nuveen Small Cap Growth Opportunities Fund Class R6
TER0.81%
Holdings81

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FMPFX Mutual Fund Overlap Analysis
FMPFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, FMPFX may share significant positions with broad-market funds.
FMPFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMPFX tax-loss harvesting finds highly correlated but non-identical funds.