FPUKX Mutual Fund
FPUKX Mutual Fund
NAV$28.29
TER0.40%
Holdings250
See how much of FPUKX you already own
FPUKX Mutual Fund
NAV$28.29
Fidelity Puritan Fund Class K
TER0.40%
Holdings250
See how much of FPUKX you already own
FPUKX Mutual Fund Overlap Analysis
FPUKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FPUKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 250 holdings, FPUKX may share significant positions with broad-market funds.
FPUKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FPUKX tax-loss harvesting finds highly correlated but non-identical funds.