FIKDX Mutual Fund

NAV$9.07

AUM$70M

TER0.97%

Holdings38

FIKDX Mutual Fund

NAV$9.07

Kempner Multi-Cap Deep Value Fund Institutional Class

AUM$70M

TER0.97%

Holdings38

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Holdings Overlap Analysis

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

FIKDX Mutual Fund Overlap Analysis

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

FIKDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, FIKDX may share significant positions with broad-market funds.

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