FBHTX Mutual Fund

NAV$26.05

AUM$49M

TER0.45%

Holdings25

FBHTX Mutual Fund

NAV$26.05

American Funds 2045 Target Date Retirement Fund Cl F-2

AUM$49M

TER0.45%

Holdings25

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Holdings Overlap Analysis

Compare FBHTX 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 FBHTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FBHTX Mutual Fund Overlap Analysis

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

FBHTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, FBHTX may share significant positions with broad-market funds.

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