KSOCX Mutual Fund Analysis & Holdings | MarketXLS

KSOCX Mutual Fund

NAV$156.91

AUM$11M

TER2.39%

Holdings1

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KSOCX Mutual Fund

NAV$156.91

Kinetics Small Cap Opportunities Fund Advisor C Class

AUM$11M

TER2.39%

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

KSOCX Mutual Fund Overlap Analysis

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

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

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