FAXTX Mutual Fund
FAXTX Mutual Fund
NAV$22.44
TER0.74%
Holdings17
See how much of FAXTX you already own
FAXTX Mutual Fund
NAV$22.44
American Funds 2065 Target Date Retirement Fund class F1
TER0.74%
Holdings17
See how much of FAXTX you already own
FAXTX Mutual Fund Overlap Analysis
FAXTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAXTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, FAXTX may share significant positions with broad-market funds.
FAXTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAXTX tax-loss harvesting finds highly correlated but non-identical funds.