FRKSX Mutual Fund Analysis & Holdings | MarketXLS

FRKSX Mutual Fund

NAV$10.06

AUM$67M

TER0.66%

Holdings151

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

FRKSX Mutual Fund

NAV$10.06

Nuveen Kansas Municipal Bond Fund Class R

AUM$67M

TER0.66%

Holdings151

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 FRKSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FRKSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FRKSX Mutual Fund Overlap Analysis

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

FRKSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 151 holdings, FRKSX may share significant positions with broad-market funds.

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