KSOAX Mutual Fund

NAV$164.97

AUM$21M

TER1.89%

Holdings1

See how much of KSOAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

KSOAX Mutual Fund

NAV$164.97

Kinetics Small Cap Opportunities Fund Advisor A Class

AUM$21M

TER1.89%

Holdings1

See how much of KSOAX 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 KSOAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings KSOAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

KSOAX Mutual Fund Overlap Analysis

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

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

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