FCHTX Mutual Fund
FCHTX Mutual Fund
NAV$26.32
TER0.37%
Holdings25
See how much of FCHTX you already own
FCHTX Mutual Fund
NAV$26.32
American Funds 2045 Target Date Retirement Fund Class F-3
TER0.37%
Holdings25
See how much of FCHTX you already own
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.