KLCAX Mutual Fund

NAV$16.13

AUM$484M

TER1.09%

Holdings46

See how much of KLCAX you already own

Just $25 once·$99/mo·Download sample

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KLCAX Mutual Fund

NAV$16.13

Federated Hermes Kaufmann Large Cap Fund Class A

AUM$484M

TER1.09%

Holdings46

See how much of KLCAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare KLCAX 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 KLCAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

KLCAX Mutual Fund Overlap Analysis

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

KLCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, KLCAX may share significant positions with broad-market funds.

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