KNGCX Mutual Fund Analysis & Holdings | MarketXLS

KNGCX Mutual Fund

NAV$11.62

AUM$2M

TER1.95%

Holdings99

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KNGCX Mutual Fund

NAV$11.62

VEST S&P 500 Dividend Aristocrats Target Income Fund C Class

AUM$2M

TER1.95%

Holdings99

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

KNGCX Mutual Fund Overlap Analysis

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

KNGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, KNGCX may share significant positions with broad-market funds.

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