KLGNX Mutual Fund Analysis & Holdings | MarketXLS

KLGNX Mutual Fund

NAV$53.71

AUM$76M

TER1.32%

Holdings51

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KLGNX Mutual Fund

NAV$53.71

NYLI WMC Growth Fund Investor Class

AUM$76M

TER1.32%

Holdings51

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare KLGNX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings KLGNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.