FAWTX Mutual Fund
FAWTX Mutual Fund
NAV$22.78
TER0.75%
Holdings18
FAWTX Mutual Fund
NAV$22.78
American Funds 2060 Target Date Retirement Fund Class F-1
TER0.75%
Holdings18
FAWTX Mutual Fund Overlap Analysis
FAWTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAWTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, FAWTX may share significant positions with broad-market funds.
FAWTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAWTX tax-loss harvesting finds highly correlated but non-identical funds.