FKYTX Mutual Fund Holdings Overlap Calculator | MarketXLS

FKYTX Mutual Fund

NAV$9.77

AUM$270M

TER1.13%

Holdings95

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FKYTX Mutual Fund

NAV$9.77

Nuveen Kentucky Municipal Bond Fund Class A

AUM$270M

TER1.13%

Holdings95

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 FKYTX 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 FKYTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FKYTX Mutual Fund Overlap Analysis

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

FKYTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 95 holdings, FKYTX may share significant positions with broad-market funds.

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