FRKMX Mutual Fund
FRKMX Mutual Fund
NAV$60.36
AUM$102,119.75
TER0.35%
Holdings34
See how much of FRKMX you already own
FRKMX Mutual Fund
NAV$60.36
Fidelity Advisor Managed Retirement Income Fund Class K
AUM$102,119.75
TER0.35%
Holdings34
See how much of FRKMX you already own
FRKMX Mutual Fund Overlap Analysis
FRKMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FRKMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FRKMX may share significant positions with broad-market funds.
FRKMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FRKMX tax-loss harvesting finds highly correlated but non-identical funds.