FCHTX Mutual Fund
FCHTX Mutual Fund
NAV$26.79
TER0.37%
Holdings25
FCHTX Mutual Fund
NAV$26.79
American Funds 2045 Target Date Retirement Fund Class F-3
TER0.37%
Holdings25
FCHTX Mutual Fund Overlap Analysis
FCHTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FCHTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, FCHTX may share significant positions with broad-market funds.
FCHTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FCHTX tax-loss harvesting finds highly correlated but non-identical funds.