KLGIX Mutual Fund
KLGIX Mutual Fund
NAV$57.91
AUM$63M
TER0.75%
Holdings51
See how much of KLGIX you already own
KLGIX Mutual Fund
NAV$57.91
NYLI WMC Growth Fund Institutional Class
AUM$63M
TER0.75%
Holdings51
See how much of KLGIX you already own
KLGIX Mutual Fund Overlap Analysis
KLGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KLGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, KLGIX may share significant positions with broad-market funds.
KLGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KLGIX tax-loss harvesting finds highly correlated but non-identical funds.