FFBAX Mutual Fund Analysis & Holdings | MarketXLS

FFBAX Mutual Fund

NAV$11.16

AUM$53M

TER1.28%

Holdings131

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FFBAX Mutual Fund

NAV$11.16

Fundamental Core Fixed Income Fund Class A

AUM$53M

TER1.28%

Holdings131

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FFBAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FFBAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FFBAX Mutual Fund Overlap Analysis

FFBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FFBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 131 holdings, FFBAX may share significant positions with broad-market funds.

FFBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FFBAX tax-loss harvesting finds highly correlated but non-identical funds.