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r/investingr/investing· u/GuillotineTeam· 3d ago 14

FKSAX and FZROX - keep both?

Investor summaryNeutral

Author asks if holding both FKSAX in 401k and FZROX in Roth IRA is redundant due to high overlap.

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My company recently changed from vanguard to fidelity for our transitional 401k. I was moved into having FKSAX as one of my holdings. I also have FZROX for my Roth IRA personal account. Does it make sense to hold these two?

I am leaning towards switching out FZROX from my Roth IRA to make sure there is less overlap.

Any insight on these two will be helpful. I see the main holdings for each are pretty much 1:1, so it seems to me redundant.

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