FBONX Mutual Fund
FBONX Mutual Fund
NAV$41.06
AUM$49M
TER0.30%
Holdings3,945
See how much of FBONX you already own
FBONX Mutual Fund
NAV$41.06
American Balanced Fund Class 529-F-3
AUM$49M
TER0.30%
Holdings3,945
See how much of FBONX you already own
FBONX Mutual Fund Overlap Analysis
FBONX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBONX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, FBONX may share significant positions with broad-market funds.
FBONX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBONX tax-loss harvesting finds highly correlated but non-identical funds.