FAOTX Mutual Fund

NAV$14.84

AUM$46M

TER0.66%

Holdings21

FAOTX Mutual Fund

NAV$14.84

American Funds 2020 Target Date Retirement Income Fund Class F-1

AUM$46M

TER0.66%

Holdings21

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Holdings Overlap Analysis

Compare FAOTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FAOTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.