KSDVX Mutual Fund

NAV$19.24

AUM$271M

TER1.29%

Holdings88

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KSDVX Mutual Fund

NAV$19.24

Keeley Gabelli Small Cap Dividend Fund Class A

AUM$271M

TER1.29%

Holdings88

See how much of KSDVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

KSDVX Mutual Fund Overlap Analysis

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

KSDVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, KSDVX may share significant positions with broad-market funds.

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