FBBAX Mutual Fund
FBBAX Mutual Fund
NAV$25.82
TER1.32%
Holdings64
See how much of FBBAX you already own
FBBAX Mutual Fund
NAV$25.82
Fundamental Family Office Allocation Fund Class A
TER1.32%
Holdings64
See how much of FBBAX you already own
FBBAX Mutual Fund Overlap Analysis
FBBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, FBBAX may share significant positions with broad-market funds.
FBBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBBAX tax-loss harvesting finds highly correlated but non-identical funds.