KNGIX Mutual Fund Analysis & Holdings | MarketXLS

KNGIX Mutual Fund

NAV$11.74

AUM$15M

TER0.95%

Holdings99

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KNGIX Mutual Fund

NAV$11.74

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

AUM$15M

TER0.95%

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

KNGIX Mutual Fund Overlap Analysis

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

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

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