KSVLX Mutual Fund
KSVLX Mutual Fund
Kennedy Capital Small Cap Value Fund Class Investor
TER1.14%
Holdings110
See how much of KSVLX you already own
KSVLX Mutual Fund Overlap Analysis
KSVLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KSVLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, KSVLX may share significant positions with broad-market funds.
KSVLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KSVLX tax-loss harvesting finds highly correlated but non-identical funds.