FKRFX Mutual Fund
FKRFX Mutual Fund
NAV$62.83
AUM$103,965.41
TER0.37%
Holdings34
See how much of FKRFX you already own
FKRFX Mutual Fund
NAV$62.83
Fidelity Advisor Managed Retirement 2025 Fund Class K
AUM$103,965.41
TER0.37%
Holdings34
See how much of FKRFX you already own
FKRFX Mutual Fund Overlap Analysis
FKRFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FKRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FKRFX may share significant positions with broad-market funds.
FKRFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FKRFX tax-loss harvesting finds highly correlated but non-identical funds.