FAOTX Mutual Fund
NAV$14.87
AUM$46M
TER0.66%
Holdings21
FAOTX Mutual Fund
NAV$14.87
American Funds 2020 Target Date Retirement Income Fund Class F-1
AUM$46M
TER0.66%
Holdings21
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FAOTX Mutual Fund Overlap Analysis
FAOTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FAOTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, FAOTX may share significant positions with broad-market funds.
FAOTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FAOTX tax-loss harvesting finds highly correlated but non-identical funds.