FTAOX Mutual Fund
FTAOX Mutual Fund
NAV$9.60
TER0.34%
Holdings6
See how much of FTAOX you already own
FTAOX Mutual Fund
NAV$9.60
American Funds College Enrollment Fund Class 529-F-3
TER0.34%
Holdings6
See how much of FTAOX you already own
FTAOX Mutual Fund Overlap Analysis
FTAOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTAOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, FTAOX may share significant positions with broad-market funds.
FTAOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTAOX tax-loss harvesting finds highly correlated but non-identical funds.