KIFCX Mutual Fund
KIFCX Mutual Fund
NAV$17.69
AUM$4M
TER1.97%
Holdings48
See how much of KIFCX you already own
KIFCX Mutual Fund
NAV$17.69
Westwood Real Estate Income Fund Class C
AUM$4M
TER1.97%
Holdings48
See how much of KIFCX you already own
KIFCX Mutual Fund Overlap Analysis
KIFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KIFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, KIFCX may share significant positions with broad-market funds.
KIFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KIFCX tax-loss harvesting finds highly correlated but non-identical funds.