FBBYX Mutual Fund
NAV$26.70
TER1.07%
Holdings64
FBBYX Mutual Fund
NAV$26.70
Fundamental Family Office Allocation Fund Class Y
TER1.07%
Holdings64

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FBBYX Mutual Fund Overlap Analysis
FBBYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBBYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, FBBYX may share significant positions with broad-market funds.
FBBYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBBYX tax-loss harvesting finds highly correlated but non-identical funds.