KIRAX Mutual Fund
KIRAX Mutual Fund
NAV$11.91
AUM$9M
TER1.26%
Holdings32
See how much of KIRAX you already own
KIRAX Mutual Fund
NAV$11.91
Westwood Global Real Estate Fund Class A
AUM$9M
TER1.26%
Holdings32
See how much of KIRAX you already own
KIRAX Mutual Fund Overlap Analysis
KIRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KIRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, KIRAX may share significant positions with broad-market funds.
KIRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KIRAX tax-loss harvesting finds highly correlated but non-identical funds.