FPPPX Mutual Fund
NAV$9.39
TER0.38%
Holdings2
FPPPX Mutual Fund
NAV$9.39
American Funds Preservation Portfolio Class 529-F-2
TER0.38%
Holdings2
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FPPPX Mutual Fund Overlap Analysis
FPPPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPPPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, FPPPX may share significant positions with broad-market funds.
FPPPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPPPX tax-loss harvesting finds highly correlated but non-identical funds.