FBBTX Mutual Fund
FBBTX Mutual Fund
NAV$13.57
TER0.38%
Holdings18
See how much of FBBTX you already own
FBBTX Mutual Fund
NAV$13.57
American Funds 2015 Target Date Retirement Income Fund Class F-2
TER0.38%
Holdings18
See how much of FBBTX you already own
FBBTX Mutual Fund Overlap Analysis
FBBTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBBTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, FBBTX may share significant positions with broad-market funds.
FBBTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBBTX tax-loss harvesting finds highly correlated but non-identical funds.