KIFAX Mutual Fund
KIFAX Mutual Fund
NAV$17.50
AUM$67M
TER1.14%
Holdings48
See how much of KIFAX you already own
KIFAX Mutual Fund
NAV$17.50
Westwood Real Estate Income Fund Class A
AUM$67M
TER1.14%
Holdings48
See how much of KIFAX you already own
KIFAX Mutual Fund Overlap Analysis
KIFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KIFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, KIFAX may share significant positions with broad-market funds.
KIFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KIFAX tax-loss harvesting finds highly correlated but non-identical funds.