FEKFX Mutual Fund
FEKFX Mutual Fund
NAV$20.84
TER0.34%
Holdings124
See how much of FEKFX you already own
FEKFX Mutual Fund
NAV$20.84
Fidelity Equity-Income K6 Fund Class K6
TER0.34%
Holdings124
See how much of FEKFX you already own
FEKFX Mutual Fund Overlap Analysis
FEKFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FEKFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, FEKFX may share significant positions with broad-market funds.
FEKFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FEKFX tax-loss harvesting finds highly correlated but non-identical funds.