FMMFX Mutual Fund
FMMFX Mutual Fund
NAV$8.70
TER0.31%
Holdings1,263
See how much of FMMFX you already own
FMMFX Mutual Fund
NAV$8.70
American Funds Mortgage Fund Class 529-F-3
TER0.31%
Holdings1,263
See how much of FMMFX you already own
FMMFX Mutual Fund Overlap Analysis
FMMFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1263 holdings, FMMFX may share significant positions with broad-market funds.
FMMFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMMFX tax-loss harvesting finds highly correlated but non-identical funds.