KLGDX Mutual Fund
KLGDX Mutual Fund
NAV$58.37
AUM$135M
TER0.72%
Holdings51
See how much of KLGDX you already own
KLGDX Mutual Fund
NAV$58.37
NYLIM WMC Growth Fund Class R6
AUM$135M
TER0.72%
Holdings51
See how much of KLGDX you already own
KLGDX Mutual Fund Overlap Analysis
KLGDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KLGDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, KLGDX may share significant positions with broad-market funds.
KLGDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KLGDX tax-loss harvesting finds highly correlated but non-identical funds.