FKYRX Mutual Fund
FKYRX Mutual Fund
NAV$9.76
AUM$54M
TER0.93%
Holdings95
FKYRX Mutual Fund
NAV$9.76
Nuveen Kentucky Municipal Bond Fund Class R
AUM$54M
TER0.93%
Holdings95
FKYRX Mutual Fund Overlap Analysis
FKYRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FKYRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 95 holdings, FKYRX may share significant positions with broad-market funds.
FKYRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FKYRX tax-loss harvesting finds highly correlated but non-identical funds.