KMDVX Mutual Fund

NAV$35.13

AUM$130M

TER1.20%

Holdings81

See how much of KMDVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

KMDVX Mutual Fund

NAV$35.13

Keeley Gabelli Mid Cap Dividend Fund Class A

AUM$130M

TER1.20%

Holdings81

See how much of KMDVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

KMDVX Mutual Fund Overlap Analysis

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

KMDVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, KMDVX may share significant positions with broad-market funds.

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