FBFWX Mutual Fund
FBFWX Mutual Fund
NAV$14.49
TER0.65%
Holdings10
See how much of FBFWX you already own
FBFWX Mutual Fund
NAV$14.49
American Funds Retirement Income Portfolio Moderate Series Class F-1
TER0.65%
Holdings10
See how much of FBFWX you already own
FBFWX Mutual Fund Overlap Analysis
FBFWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBFWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, FBFWX may share significant positions with broad-market funds.
FBFWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBFWX tax-loss harvesting finds highly correlated but non-identical funds.