KSOAX Mutual Fund Analysis & Holdings | MarketXLS

KSOAX Mutual Fund

NAV$169.09

AUM$25M

TER1.89%

Holdings1

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KSOAX Mutual Fund

NAV$169.09

Kinetics Small Cap Opportunities Fund Advisor A Class

AUM$25M

TER1.89%

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 KSOAX 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 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.