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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Showing 10 of 64 holdings(as of Mar 31, 2026)Top 10 Weight: 56.15%
FBBYX Mutual Fund Top Holdings
FBBYX holdings top 10 positions. The top 10 holdings account for 56.1% of the fund, led by Financiere De L'odet Common Stock at 9.9%, Bollore Sa at 8.5%, United States Treasury 0.88% 15-Nov-2030 at 7.6%.
FBBYX portfolio concentration is relatively high, with the top 10 representing 56.1% of total assets. The largest sector exposure is Unknown at 42.9%.
FBBYX sector allocation provides a detailed breakdown. FBBYX overlap tool shows how holdings compare to other funds in your portfolio.