FIKVX Mutual Fund

NAV$14.78

AUM$3.2B

TER0.45%

Holdings32

FIKVX Mutual Fund

NAV$14.78

Fidelity Asset Manager 20% Fund Class Z

AUM$3.2B

TER0.45%

Holdings32

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

FIKVX Mutual Fund Overlap Analysis

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

FIKVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, FIKVX may share significant positions with broad-market funds.

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