KGROX Mutual Fund
KGROX Mutual Fund
NAV$16.03
AUM$502,400.44
TER0.89%
Holdings80
See how much of KGROX you already own
KGROX Mutual Fund
NAV$16.03
Kennedy Capital Small Cap Growth Fund Class Institutional
AUM$502,400.44
TER0.89%
Holdings80
See how much of KGROX you already own
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.