FAFWX Mutual Fund
FAFWX Mutual Fund
NAV$13.26
TER0.64%
Holdings11
See how much of FAFWX you already own
FAFWX Mutual Fund
NAV$13.26
American Funds Retirement Income Portfolio Conservative Class F-1
TER0.64%
Holdings11
See how much of FAFWX you already own
FAFWX Mutual Fund Overlap Analysis
FAFWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAFWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, FAFWX may share significant positions with broad-market funds.
FAFWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAFWX tax-loss harvesting finds highly correlated but non-identical funds.