FPCGX Mutual Fund
NAV$23.92
AUM$58M
TER1.00%
Holdings28
FPCGX Mutual Fund
NAV$23.92
Fort Pitt Capital Total Return Fund
AUM$58M
TER1.00%
Holdings28

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FPCGX Mutual Fund Overlap Analysis
FPCGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, FPCGX may share significant positions with broad-market funds.
FPCGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPCGX tax-loss harvesting finds highly correlated but non-identical funds.