FCGTX Mutual Fund

NAV$24.92

TER0.36%

Holdings26

FCGTX Mutual Fund

NAV$24.92

American Funds 2040 Target Date Retirement Fund Class F-3

TER0.36%

Holdings26

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

FCGTX Mutual Fund Overlap Analysis

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

FCGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, FCGTX may share significant positions with broad-market funds.

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