AABCX Mutual Fund
AABCX Mutual Fund
NAV$17.33
TER1.65%
Holdings2,378
See how much of AABCX you already own
AABCX Mutual Fund
NAV$17.33
Franklin Dynamic Asset Allocation Balanced Fund Class C
TER1.65%
Holdings2,378
See how much of AABCX you already own
AABCX Mutual Fund Overlap Analysis
AABCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AABCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2378 holdings, AABCX may share significant positions with broad-market funds.
AABCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AABCX tax-loss harvesting finds highly correlated but non-identical funds.