FKKSX Mutual Fund Analysis & Holdings | MarketXLS

FKKSX Mutual Fund

NAV$52.34

AUM$107M

TER1.36%

Holdings162

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

FKKSX Mutual Fund

NAV$52.34

Federated Hermes Kaufmann Small Cap Fund Class R

AUM$107M

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 FKKSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FKKSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FKKSX Mutual Fund Overlap Analysis

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

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

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