FBITX Mutual Fund
FBITX Mutual Fund
NAV$26.31
AUM$38M
TER0.45%
Holdings20
See how much of FBITX you already own
FBITX Mutual Fund
NAV$26.31
American Funds 2050 Target Date Retirement Fund Class F-2
AUM$38M
TER0.45%
Holdings20
See how much of FBITX you already own
FBITX Mutual Fund Overlap Analysis
FBITX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, FBITX may share significant positions with broad-market funds.
FBITX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBITX tax-loss harvesting finds highly correlated but non-identical funds.