FFXFX Mutual Fund
NAV$102.16
AUM$49M
TER0.37%
Holdings218
FFXFX Mutual Fund
NAV$102.16
American Funds Fundamental Investors Class 529-F2
AUM$49M
TER0.37%
Holdings218
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FFXFX Mutual Fund Overlap Analysis
FFXFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FFXFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 218 holdings, FFXFX may share significant positions with broad-market funds.
FFXFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FFXFX tax-loss harvesting finds highly correlated but non-identical funds.