KAMCX Mutual Fund
KAMCX Mutual Fund
NAV$9.51
AUM$4M
TER0.29%
Holdings19
See how much of KAMCX you already own
KAMCX Mutual Fund
NAV$9.51
Kensington Managed Income Fund Class C
AUM$4M
TER0.29%
Holdings19
See how much of KAMCX you already own
KAMCX Mutual Fund Overlap Analysis
KAMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KAMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, KAMCX may share significant positions with broad-market funds.
KAMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KAMCX tax-loss harvesting finds highly correlated but non-identical funds.