FBCTX Mutual Fund

NAV$14.82

AUM$107M

TER0.38%

Holdings21

FBCTX Mutual Fund

NAV$14.82

American Funds 2020 Target Date Retirement Income Fund Other Class

AUM$107M

TER0.38%

Holdings21

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Holdings Overlap Analysis

Compare FBCTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FBCTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FBCTX Mutual Fund Overlap Analysis

FBCTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FBCTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, FBCTX may share significant positions with broad-market funds.

FBCTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBCTX tax-loss harvesting finds highly correlated but non-identical funds.