KLGBX Mutual Fund
KLGBX Mutual Fund
NAV$40.74
AUM$2M
TER2.07%
Holdings51
See how much of KLGBX you already own
KLGBX Mutual Fund
NAV$40.74
NYLI WMC Growth Fund Class B
AUM$2M
TER2.07%
Holdings51
See how much of KLGBX you already own
KLGBX Mutual Fund Overlap Analysis
KLGBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KLGBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, KLGBX may share significant positions with broad-market funds.
KLGBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KLGBX tax-loss harvesting finds highly correlated but non-identical funds.