RNPHX Mutual Fund

NAV$72.65

AUM$49M

TER0.55%

Holdings283

RNPHX Mutual Fund

NAV$72.65

New Perspective Fund Class R-5E

AUM$49M

TER0.55%

Holdings283

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Holdings Overlap Analysis

Compare RNPHX 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 RNPHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RNPHX Mutual Fund Overlap Analysis

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

RNPHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, RNPHX may share significant positions with broad-market funds.

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