KADCX Mutual Fund
KADCX Mutual Fund
NAV$10.74
AUM$31,368.8
TER2.55%
Holdings18
See how much of KADCX you already own
KADCX Mutual Fund
NAV$10.74
Kensington Active Advantage Fund Class C
AUM$31,368.8
TER2.55%
Holdings18
See how much of KADCX you already own
KADCX Mutual Fund Overlap Analysis
KADCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KADCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, KADCX may share significant positions with broad-market funds.
KADCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KADCX tax-loss harvesting finds highly correlated but non-identical funds.