FPKFX Mutual Fund
FPKFX Mutual Fund
NAV$18.51
TER0.33%
Holdings233
See how much of FPKFX you already own
FPKFX Mutual Fund
NAV$18.51
Fidelity Puritan K6 Fund Class K6
TER0.33%
Holdings233
See how much of FPKFX you already own
FPKFX Mutual Fund Overlap Analysis
FPKFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPKFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 233 holdings, FPKFX may share significant positions with broad-market funds.
FPKFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPKFX tax-loss harvesting finds highly correlated but non-identical funds.