FDEKX Mutual Fund
FDEKX Mutual Fund
NAV$83.43
TER0.59%
Holdings117
FDEKX Mutual Fund
NAV$83.43
Fidelity Disciplined Equity Fund Class K
TER0.59%
Holdings117
FDEKX Mutual Fund Overlap Analysis
FDEKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FDEKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 117 holdings, FDEKX may share significant positions with broad-market funds.
FDEKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FDEKX tax-loss harvesting finds highly correlated but non-identical funds.