FBKTX Mutual Fund

NAV$22.87

TER0.47%

Holdings18

FBKTX Mutual Fund

NAV$22.87

American Funds 2060 Target Date Retirement Fund Class F-2

TER0.47%

Holdings18

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Holdings Overlap Analysis

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

FBKTX Mutual Fund Overlap Analysis

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

FBKTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, FBKTX may share significant positions with broad-market funds.

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