FKALX Mutual Fund Analysis & Holdings | MarketXLS

FKALX Mutual Fund

NAV$53.57

AUM$387M

TER0.89%

Holdings162

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FKALX Mutual Fund

NAV$53.57

Federated Hermes Kaufmann Small Cap Fund Class R6

AUM$387M

TER0.89%

Holdings162

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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 162 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.