FKNIX Mutual Fund Analysis & Holdings | MarketXLS

FKNIX Mutual Fund

NAV$10.82

TER0.73%

Holdings195

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FKNIX Mutual Fund

NAV$10.82

Franklin New York Intermediate-Term Tax-Free Income Fund Class A1

TER0.73%

Holdings195

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FKNIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FKNIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FKNIX Mutual Fund Overlap Analysis

FKNIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FKNIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 195 holdings, FKNIX may share significant positions with broad-market funds.

FKNIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FKNIX tax-loss harvesting finds highly correlated but non-identical funds.