FTPCX Mutual Fund
FTPCX Mutual Fund
NAV$9.76
AUM$427M
TER2.33%
Holdings323
See how much of FTPCX you already own
FTPCX Mutual Fund
NAV$9.76
FIRST TRUST PRIVATE CREDIT FUND Series I
AUM$427M
TER2.33%
Holdings323
See how much of FTPCX you already own
FTPCX Mutual Fund Overlap Analysis
FTPCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTPCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 323 holdings, FTPCX may share significant positions with broad-market funds.
FTPCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTPCX tax-loss harvesting finds highly correlated but non-identical funds.