FTKAX Mutual Fund Analysis & Holdings | MarketXLS

FTKAX Mutual Fund

NAV$8.72

AUM$5M

TER0.95%

Holdings94

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FTKAX Mutual Fund

NAV$8.72

Fidelity Advisor Tactical Bond Fund Class A

AUM$5M

TER0.95%

Holdings94

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

FTKAX Mutual Fund Overlap Analysis

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

FTKAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, FTKAX may share significant positions with broad-market funds.

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