FIKZX Mutual Fund

NAV$23.26

AUM$2.9B

TER0.45%

Holdings34

FIKZX Mutual Fund

NAV$23.26

Fidelity Asset Manager 50% Class Z

AUM$2.9B

TER0.45%

Holdings34

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Holdings Overlap Analysis

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

FIKZX Mutual Fund Overlap Analysis

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

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

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