FBBYX Mutual Fund
FBBYX Mutual Fund
NAV$27.29
TER1.07%
Holdings64
See how much of FBBYX you already own
FBBYX Mutual Fund
NAV$27.29
Fundamental Family Office Allocation Fund Class Y
TER1.07%
Holdings64
See how much of FBBYX you already own
FBBYX Mutual Fund Overlap Analysis
FBBYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBBYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, FBBYX may share significant positions with broad-market funds.
FBBYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBBYX tax-loss harvesting finds highly correlated but non-identical funds.