IKSTX Mutual Fund Analysis & Holdings | MarketXLS

IKSTX Mutual Fund

NAV$10.21

AUM$712,050.43

TER0.80%

Holdings169

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IKSTX Mutual Fund

NAV$10.21

Carret Kansas Tax-Exempt Bond Fund Class A

AUM$712,050.43

TER0.80%

Holdings169

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

IKSTX Mutual Fund Overlap Analysis

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

IKSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 169 holdings, IKSTX may share significant positions with broad-market funds.

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