FBCTX Mutual Fund
FBCTX Mutual Fund
NAV$14.78
AUM$107M
TER0.38%
Holdings21
See how much of FBCTX you already own
FBCTX Mutual Fund
NAV$14.78
American Funds 2020 Target Date Retirement Income Fund Other Class
AUM$107M
TER0.38%
Holdings21
See how much of FBCTX you already own
FBCTX Mutual Fund Overlap Analysis
FBCTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBCTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, FBCTX may share significant positions with broad-market funds.
FBCTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBCTX tax-loss harvesting finds highly correlated but non-identical funds.