KAUIX Mutual Fund
KAUIX Mutual Fund
NAV$6.55
AUM$291M
TER1.46%
Holdings154
See how much of KAUIX you already own
KAUIX Mutual Fund
NAV$6.55
Federated Hermes Kaufmann Fund Institutional Class
AUM$291M
TER1.46%
Holdings154
See how much of KAUIX you already own
KAUIX Mutual Fund Overlap Analysis
KAUIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KAUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 154 holdings, KAUIX may share significant positions with broad-market funds.
KAUIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KAUIX tax-loss harvesting finds highly correlated but non-identical funds.