FAOTX Mutual Fund
FAOTX Mutual Fund
NAV$14.54
AUM$46M
TER0.66%
Holdings21
See how much of FAOTX you already own
FAOTX Mutual Fund
NAV$14.54
American Funds 2020 Target Date Retirement Income Fund Class F-1
AUM$46M
TER0.66%
Holdings21
See how much of FAOTX you already own
FAOTX Mutual Fund Overlap Analysis
FAOTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAOTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, FAOTX may share significant positions with broad-market funds.
FAOTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAOTX tax-loss harvesting finds highly correlated but non-identical funds.