FBDTX Mutual Fund
FBDTX Mutual Fund
NAV$17.03
AUM$144M
TER0.39%
Holdings21
See how much of FBDTX you already own
FBDTX Mutual Fund
NAV$17.03
American Funds 2025 Target Date Retirement Income Fund Class F2
AUM$144M
TER0.39%
Holdings21
See how much of FBDTX you already own
FBDTX Mutual Fund Overlap Analysis
FBDTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, FBDTX may share significant positions with broad-market funds.
FBDTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBDTX tax-loss harvesting finds highly correlated but non-identical funds.