FKALX Mutual Fund
FKALX Mutual Fund
NAV$49.72
AUM$374M
TER0.89%
Holdings161
See how much of FKALX you already own
FKALX Mutual Fund
NAV$49.72
Federated Hermes Kaufmann Small Cap Fund Class R6
AUM$374M
TER0.89%
Holdings161
See how much of FKALX you already own
FKALX Mutual Fund Overlap Analysis
FKALX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FKALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 161 holdings, FKALX may share significant positions with broad-market funds.
FKALX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FKALX tax-loss harvesting finds highly correlated but non-identical funds.