FIKRX Mutual Fund

NAV$11.48

AUM$1.1B

TER0.25%

Holdings1,055

FIKRX Mutual Fund

NAV$11.48

Fidelity Advisor Limited Term Bond Fund Class Z

AUM$1.1B

TER0.25%

Holdings1,055

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Holdings Overlap Analysis

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

FIKRX Mutual Fund Overlap Analysis

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

FIKRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1055 holdings, FIKRX may share significant positions with broad-market funds.

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