FBETX Mutual Fund
FBETX Mutual Fund
NAV$20.00
AUM$133M
TER0.41%
Holdings25
See how much of FBETX you already own
FBETX Mutual Fund
NAV$20.00
American Funds 2030 Target Date Retirement Fund Class F2
AUM$133M
TER0.41%
Holdings25
See how much of FBETX you already own
FBETX Mutual Fund Overlap Analysis
FBETX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBETX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, FBETX may share significant positions with broad-market funds.
FBETX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBETX tax-loss harvesting finds highly correlated but non-identical funds.