KLGCX Mutual Fund
KLGCX Mutual Fund
NAV$45.76
AUM$2M
TER2.07%
Holdings51
KLGCX Mutual Fund
NAV$45.76
NYLI WMC Growth Fund Class C
AUM$2M
TER2.07%
Holdings51
KLGCX Mutual Fund Overlap Analysis
KLGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KLGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, KLGCX may share significant positions with broad-market funds.
KLGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KLGCX tax-loss harvesting finds highly correlated but non-identical funds.