KMDCX Mutual Fund Analysis & Holdings | MarketXLS

KMDCX Mutual Fund

NAV$9.80

AUM$3M

TER2.47%

Holdings1

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KMDCX Mutual Fund

NAV$9.80

The Kinetics Multi-Disciplinary Income Fund Advisor C Class

AUM$3M

TER2.47%

Holdings1

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 KMDCX 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 KMDCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

KMDCX Mutual Fund Overlap Analysis

KMDCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

KMDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, KMDCX may share significant positions with broad-market funds.

KMDCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KMDCX tax-loss harvesting finds highly correlated but non-identical funds.