FHFWX Mutual Fund
FHFWX Mutual Fund
NAV$14.55
TER0.39%
Holdings10
See how much of FHFWX you already own
FHFWX Mutual Fund
NAV$14.55
American Funds Retirement Income Portfolio Moderate Series Class F-2
TER0.39%
Holdings10
See how much of FHFWX you already own
FHFWX Mutual Fund Overlap Analysis
FHFWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FHFWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, FHFWX may share significant positions with broad-market funds.
FHFWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FHFWX tax-loss harvesting finds highly correlated but non-identical funds.