KARIX Mutual Fund Analysis & Holdings | MarketXLS

KARIX Mutual Fund

NAV$9.19

AUM$9M

TER1.02%

Holdings37

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KARIX Mutual Fund

NAV$9.19

Kayne Anderson Renewable Infrastructure Fund Class I

AUM$9M

TER1.02%

Holdings37

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

KARIX Mutual Fund Overlap Analysis

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

KARIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, KARIX may share significant positions with broad-market funds.

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