KSCOX Mutual Fund Analysis & Holdings | MarketXLS

KSCOX Mutual Fund

NAV$196.88

AUM$338M

TER1.64%

Holdings1

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KSCOX Mutual Fund

NAV$196.88

Kinetics Small Cap Opportunities Fund No Load Class

AUM$338M

TER1.64%

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

KSCOX Mutual Fund Overlap Analysis

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

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

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