FIKNX Mutual Fund
FIKNX Mutual Fund
NAV$25.51
AUM$1.0B
TER0.84%
Holdings113
See how much of FIKNX you already own
FIKNX Mutual Fund
NAV$25.51
Fidelity Advisor Small Cap Value Fund Class Z
AUM$1.0B
TER0.84%
Holdings113
See how much of FIKNX you already own
FIKNX Mutual Fund Overlap Analysis
FIKNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FIKNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, FIKNX may share significant positions with broad-market funds.
FIKNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIKNX tax-loss harvesting finds highly correlated but non-identical funds.