KARRX Mutual Fund Analysis & Holdings | MarketXLS

KARRX Mutual Fund

NAV$9.16

AUM$2M

TER1.27%

Holdings37

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KARRX Mutual Fund

NAV$9.16

Kayne Anderson Renewable Infrastructure Fund Class Retail

AUM$2M

TER1.27%

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

KARRX Mutual Fund Overlap Analysis

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

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

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