FKAIX Mutual Fund

NAV$53.94

AUM$1.7B

TER0.90%

Holdings162

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Just $25 once·$69/mo·Download sample

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FKAIX Mutual Fund

NAV$53.94

Federated Hermes Kaufmann Small Cap Fund Institutional Class

AUM$1.7B

TER0.90%

Holdings162

See how much of FKAIX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FKAIX Mutual Fund Overlap Analysis

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

FKAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 162 holdings, FKAIX may share significant positions with broad-market funds.

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