FKCSX Mutual Fund
FKCSX Mutual Fund
NAV$36.85
AUM$105M
TER2.02%
Holdings161
See how much of FKCSX you already own
FKCSX Mutual Fund
NAV$36.85
Federated Hermes Kaufmann Small Cap Fund Class C
AUM$105M
TER2.02%
Holdings161
See how much of FKCSX you already own
FKCSX Mutual Fund Overlap Analysis
FKCSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FKCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 161 holdings, FKCSX may share significant positions with broad-market funds.
FKCSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FKCSX tax-loss harvesting finds highly correlated but non-identical funds.