KNGYX Mutual Fund
KNGYX Mutual Fund
NAV$11.85
AUM$27M
TER0.70%
Holdings99
See how much of KNGYX you already own
KNGYX Mutual Fund
NAV$11.85
VEST S&P 500 Dividend Aristocrats Target Income Fund Class Y
AUM$27M
TER0.70%
Holdings99
See how much of KNGYX you already own
KNGYX Mutual Fund Overlap Analysis
KNGYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KNGYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, KNGYX may share significant positions with broad-market funds.
KNGYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KNGYX tax-loss harvesting finds highly correlated but non-identical funds.