KAUFX Mutual Fund Analysis & Holdings | MarketXLS

KAUFX Mutual Fund

NAV$6.36

AUM$3.5B

TER1.96%

Holdings148

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KAUFX Mutual Fund

NAV$6.36

Federated Hermes Kaufmann Fund Class R

AUM$3.5B

TER1.96%

Holdings148

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

KAUFX Mutual Fund Overlap Analysis

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

KAUFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 148 holdings, KAUFX may share significant positions with broad-market funds.

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