FIKYX Mutual Fund

NAV$14.84

AUM$770M

TER0.47%

Holdings34

FIKYX Mutual Fund

NAV$14.84

Fidelity Asset Manager 40% Class Z

AUM$770M

TER0.47%

Holdings34

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

FIKYX Mutual Fund Overlap Analysis

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

FIKYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FIKYX may share significant positions with broad-market funds.

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