FNPFX Mutual Fund
NAV$73.56
AUM$49M
TER0.40%
Holdings283
FNPFX Mutual Fund
NAV$73.56
New Perspective Fund Class F-3
AUM$49M
TER0.40%
Holdings283
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FNPFX Mutual Fund Overlap Analysis
FNPFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FNPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, FNPFX may share significant positions with broad-market funds.
FNPFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FNPFX tax-loss harvesting finds highly correlated but non-identical funds.