KSDIX Mutual Fund
KSDIX Mutual Fund
NAV$20.64
AUM$293M
TER1.04%
Holdings79
See how much of KSDIX you already own
KSDIX Mutual Fund
NAV$20.64
Keeley Gabelli Small Cap Dividend Fund Class I
AUM$293M
TER1.04%
Holdings79
See how much of KSDIX you already own
KSDIX Mutual Fund Overlap Analysis
KSDIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KSDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, KSDIX may share significant positions with broad-market funds.
KSDIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KSDIX tax-loss harvesting finds highly correlated but non-identical funds.