FBJTX Mutual Fund
FBJTX Mutual Fund
NAV$33.17
TER0.46%
Holdings20
See how much of FBJTX you already own
FBJTX Mutual Fund
NAV$33.17
American Funds 2055 Target Date Retirement Fund Cl F-2
TER0.46%
Holdings20
See how much of FBJTX you already own
FBJTX Mutual Fund Overlap Analysis
FBJTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBJTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, FBJTX may share significant positions with broad-market funds.
FBJTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBJTX tax-loss harvesting finds highly correlated but non-identical funds.