FKIQX Mutual Fund
NAV$2.55
TER0.71%
Holdings550
FKIQX Mutual Fund
NAV$2.55
Franklin Income Fund Class A
TER0.71%
Holdings550
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FKIQX Mutual Fund Overlap Analysis
FKIQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FKIQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 550 holdings, FKIQX may share significant positions with broad-market funds.
FKIQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FKIQX tax-loss harvesting finds highly correlated but non-identical funds.