FOKFX Mutual Fund
NAV$36.38
TER0.50%
Holdings149
FOKFX Mutual Fund
NAV$36.38
Fidelity OTC K6 Portfolio Class K6
TER0.50%
Holdings149
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FOKFX Mutual Fund Overlap Analysis
FOKFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FOKFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 149 holdings, FOKFX may share significant positions with broad-market funds.
FOKFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FOKFX tax-loss harvesting finds highly correlated but non-identical funds.