KLGNX Mutual Fund
KLGNX Mutual Fund
NAV$52.64
AUM$76M
TER1.32%
Holdings51
See how much of KLGNX you already own
KLGNX Mutual Fund
NAV$52.64
NYLIM WMC Growth Fund Investor Class
AUM$76M
TER1.32%
Holdings51
See how much of KLGNX you already own
KLGNX Mutual Fund Overlap Analysis
KLGNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KLGNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, KLGNX may share significant positions with broad-market funds.
KLGNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KLGNX tax-loss harvesting finds highly correlated but non-identical funds.