KADAX Mutual Fund Analysis & Holdings | MarketXLS

KADAX Mutual Fund

NAV$10.81

AUM$174,386

TER1.80%

Holdings18

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KADAX Mutual Fund

NAV$10.81

Kensington Active Advantage Fund Class A

AUM$174,386

TER1.80%

Holdings18

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

KADAX Mutual Fund Overlap Analysis

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

KADAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, KADAX may share significant positions with broad-market funds.

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