KLGAX Mutual Fund
KLGAX Mutual Fund
NAV$54.91
AUM$638M
TER1.02%
Holdings51
See how much of KLGAX you already own
KLGAX Mutual Fund
NAV$54.91
NYLI WMC Growth Fund Class A
AUM$638M
TER1.02%
Holdings51
See how much of KLGAX you already own
KLGAX Mutual Fund Overlap Analysis
KLGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KLGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, KLGAX may share significant positions with broad-market funds.
KLGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KLGAX tax-loss harvesting finds highly correlated but non-identical funds.