FBAFX Mutual Fund
FBAFX Mutual Fund
NAV$40.91
AUM$49M
TER0.34%
Holdings3,945
See how much of FBAFX you already own
FBAFX Mutual Fund
NAV$40.91
American Balanced Fund Class 529-F2
AUM$49M
TER0.34%
Holdings3,945
See how much of FBAFX you already own
FBAFX Mutual Fund Overlap Analysis
FBAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, FBAFX may share significant positions with broad-market funds.
FBAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBAFX tax-loss harvesting finds highly correlated but non-identical funds.