FONPX Mutual Fund

NAV$9.20

AUM$54M

TER0.45%

Holdings178

FONPX Mutual Fund

NAV$9.20

Tributary Nebraska Tax-Free Fund Institutional Plus Class

AUM$54M

TER0.45%

Holdings178

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Holdings Overlap Analysis

Compare FONPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FONPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FONPX Mutual Fund Overlap Analysis

FONPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FONPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 178 holdings, FONPX may share significant positions with broad-market funds.

FONPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FONPX tax-loss harvesting finds highly correlated but non-identical funds.