FRKMX Mutual Fund

NAV$60.36

AUM$102,119.75

TER0.35%

Holdings34

FRKMX Mutual Fund

NAV$60.36

Fidelity Advisor Managed Retirement Income Fund Class K

AUM$102,119.75

TER0.35%

Holdings34

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Holdings Overlap Analysis

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

FRKMX Mutual Fund Overlap Analysis

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

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

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