FKASX Mutual Fund Analysis & Holdings | MarketXLS

FKASX Mutual Fund

NAV$51.64

AUM$624M

TER1.36%

Holdings162

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FKASX Mutual Fund

NAV$51.64

Federated Hermes Kaufmann Small Cap Fund Class A

AUM$624M

TER1.36%

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

FKASX Mutual Fund Overlap Analysis

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

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

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