KIRCX Mutual Fund

NAV$11.88

AUM$321,004.17

TER1.98%

Holdings32

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KIRCX Mutual Fund

NAV$11.88

Westwood Global Real Estate Fund Class C

AUM$321,004.17

TER1.98%

Holdings32

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare KIRCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings KIRCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

KIRCX Mutual Fund Overlap Analysis

KIRCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

KIRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, KIRCX may share significant positions with broad-market funds.

KIRCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KIRCX tax-loss harvesting finds highly correlated but non-identical funds.