FBAKX Mutual Fund
FBAKX Mutual Fund
NAV$35.54
AUM$8.5B
TER0.39%
Holdings331
See how much of FBAKX you already own
FBAKX Mutual Fund
NAV$35.54
Fidelity Balanced Fund Class K
AUM$8.5B
TER0.39%
Holdings331
See how much of FBAKX you already own
FBAKX Mutual Fund Overlap Analysis
FBAKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FBAKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 331 holdings, FBAKX may share significant positions with broad-market funds.
FBAKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBAKX tax-loss harvesting finds highly correlated but non-identical funds.