FBAJX Mutual Fund
FBAJX Mutual Fund
NAV$14.27
TER0.46%
Holdings17
See how much of FBAJX you already own
FBAJX Mutual Fund
NAV$14.27
American Funds 2070 Target Date Retirement Fund Class F2
TER0.46%
Holdings17
See how much of FBAJX you already own
FBAJX Mutual Fund Overlap Analysis
FBAJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBAJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, FBAJX may share significant positions with broad-market funds.
FBAJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBAJX tax-loss harvesting finds highly correlated but non-identical funds.