FKRSX Mutual Fund
FKRSX Mutual Fund
NAV$58.08
AUM$103,122.08
TER0.36%
Holdings34
See how much of FKRSX you already own
FKRSX Mutual Fund
NAV$58.08
Fidelity Advisor Managed Retirement 2015 Fund Class K
AUM$103,122.08
TER0.36%
Holdings34
See how much of FKRSX you already own
FKRSX Mutual Fund Overlap Analysis
FKRSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FKRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FKRSX may share significant positions with broad-market funds.
FKRSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FKRSX tax-loss harvesting finds highly correlated but non-identical funds.