KAMAX Mutual Fund
KAMAX Mutual Fund
NAV$9.65
AUM$13M
TER1.89%
Holdings19
See how much of KAMAX you already own
KAMAX Mutual Fund
NAV$9.65
Kensington Managed Income Fund Class A
AUM$13M
TER1.89%
Holdings19
See how much of KAMAX you already own
KAMAX Mutual Fund Overlap Analysis
KAMAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KAMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, KAMAX may share significant positions with broad-market funds.
KAMAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KAMAX tax-loss harvesting finds highly correlated but non-identical funds.