KADAX Mutual Fund
KADAX Mutual Fund
NAV$10.81
AUM$174,386
TER1.80%
Holdings18
See how much of KADAX you already own
KADAX Mutual Fund
NAV$10.81
Kensington Active Advantage Fund Class A
AUM$174,386
TER1.80%
Holdings18
See how much of KADAX you already own
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.