FAJTX Mutual Fund
FAJTX Mutual Fund
NAV$32.80
AUM$65M
TER0.74%
Holdings20
See how much of FAJTX you already own
FAJTX Mutual Fund
NAV$32.80
American Funds 2055 Target Date Retirement Fund Cl F-1
AUM$65M
TER0.74%
Holdings20
See how much of FAJTX you already own
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.