FAJTX Mutual Fund
FAJTX Mutual Fund
NAV$33.08
AUM$65M
TER0.74%
Holdings20
FAJTX Mutual Fund
NAV$33.08
American Funds 2055 Target Date Retirement Fund Cl F-1
AUM$65M
TER0.74%
Holdings20
FAJTX Mutual Fund Overlap Analysis
FAJTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAJTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, FAJTX may share significant positions with broad-market funds.
FAJTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAJTX tax-loss harvesting finds highly correlated but non-identical funds.