KLCKX Mutual Fund Analysis & Holdings | MarketXLS

KLCKX Mutual Fund

NAV$12.09

AUM$45M

TER1.48%

Holdings46

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KLCKX Mutual Fund

NAV$12.09

Federated Hermes Kaufmann Large Cap Fund Class R

AUM$45M

TER1.48%

Holdings46

See inside every fund you own

$45/quarter 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 KLCKX 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 KLCKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

KLCKX Mutual Fund Overlap Analysis

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

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

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