KCVVX Mutual Fund Analysis & Holdings | MarketXLS

KCVVX Mutual Fund

NAV$14.21

TER1.15%

Holdings78

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KCVVX Mutual Fund

NAV$14.21

Knights of Columbus Large Cap Value Fund Investor Shares

TER1.15%

Holdings78

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

KCVVX Mutual Fund Overlap Analysis

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

KCVVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, KCVVX may share significant positions with broad-market funds.

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