FPFIX Mutual Fund
NAV$10.19
AUM$2.1B
TER0.55%
Holdings390
FPFIX Mutual Fund
NAV$10.19
FPA Flexible Fixed Income Fund Institutional Class
AUM$2.1B
TER0.55%
Holdings390
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FPFIX Mutual Fund Overlap Analysis
FPFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 390 holdings, FPFIX may share significant positions with broad-market funds.
FPFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPFIX tax-loss harvesting finds highly correlated but non-identical funds.