FDFWX Mutual Fund
FDFWX Mutual Fund
NAV$13.26
TER0.40%
Holdings11
See how much of FDFWX you already own
FDFWX Mutual Fund
NAV$13.26
American Funds Retirement Income Portfolio Conservative Class F-2
TER0.40%
Holdings11
See how much of FDFWX you already own
FDFWX Mutual Fund Overlap Analysis
FDFWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FDFWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, FDFWX may share significant positions with broad-market funds.
FDFWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FDFWX tax-loss harvesting finds highly correlated but non-identical funds.