KGROX Mutual Fund Analysis & Holdings | MarketXLS

KGROX Mutual Fund

NAV$17.04

AUM$644,996.85

TER0.89%

Holdings80

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

KGROX Mutual Fund

NAV$17.04

Kennedy Capital Small Cap Growth Fund Class Institutional

AUM$644,996.85

TER0.89%

Holdings80

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 KGROX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings KGROX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

KGROX Mutual Fund Overlap Analysis

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

KGROX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, KGROX may share significant positions with broad-market funds.

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