FBGTX Mutual Fund

NAV$25.23

AUM$64M

TER0.44%

Holdings26

See how much of FBGTX you already own

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FBGTX Mutual Fund

NAV$25.23

American Funds 2040 Target Date Retirement Fund Class F-2

AUM$64M

TER0.44%

Holdings26

See how much of FBGTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FBGTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FBGTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FBGTX Mutual Fund Overlap Analysis

FBGTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FBGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, FBGTX may share significant positions with broad-market funds.

FBGTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBGTX tax-loss harvesting finds highly correlated but non-identical funds.