KIFYX Mutual Fund
KIFYX Mutual Fund
NAV$17.48
AUM$163M
TER0.85%
Holdings48
See how much of KIFYX you already own
KIFYX Mutual Fund
NAV$17.48
Westwood Real Estate Income Fund Institutional Class
AUM$163M
TER0.85%
Holdings48
See how much of KIFYX you already own
KIFYX Mutual Fund Overlap Analysis
KIFYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KIFYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, KIFYX may share significant positions with broad-market funds.
KIFYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KIFYX tax-loss harvesting finds highly correlated but non-identical funds.