FBBTX Mutual Fund

NAV$13.50

TER0.38%

Holdings18

FBBTX Mutual Fund

NAV$13.50

American Funds 2015 Target Date Retirement Income Fund Class F-2

TER0.38%

Holdings18

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Holdings Overlap Analysis

Compare FBBTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FBBTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.