KLGDX Mutual Fund
KLGDX Mutual Fund
NAV$58.96
AUM$135M
TER0.72%
Holdings51
KLGDX Mutual Fund
NAV$58.96
NYLI WMC Growth Fund Class R6
AUM$135M
TER0.72%
Holdings51
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.