KLCSX Mutual Fund
KLCSX Mutual Fund
NAV$20.67
AUM$55M
TER0.78%
Holdings44
See how much of KLCSX you already own
KLCSX Mutual Fund
NAV$20.67
Federated Hermes Kaufmann Large Cap Fund Class R6
AUM$55M
TER0.78%
Holdings44
See how much of KLCSX you already own
KLCSX Mutual Fund Overlap Analysis
KLCSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KLCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, KLCSX may share significant positions with broad-market funds.
KLCSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KLCSX tax-loss harvesting finds highly correlated but non-identical funds.