FAPTX Mutual Fund
FAPTX Mutual Fund
NAV$16.86
AUM$63M
TER0.67%
Holdings21
See how much of FAPTX you already own
FAPTX Mutual Fund
NAV$16.86
American Funds 2025 Target Date Retirement Income Fund Class F1
AUM$63M
TER0.67%
Holdings21
See how much of FAPTX you already own
FAPTX Mutual Fund Overlap Analysis
FAPTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAPTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, FAPTX may share significant positions with broad-market funds.
FAPTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAPTX tax-loss harvesting finds highly correlated but non-identical funds.