KYTFX Mutual Fund Analysis & Holdings | MarketXLS

KYTFX Mutual Fund

NAV$7.15

AUM$687M

TER0.61%

Holdings397

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KYTFX Mutual Fund

NAV$7.15

Dupree Mutual Funds Kentucky Tax-Free Income Series

AUM$687M

TER0.61%

Holdings397

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

KYTFX Mutual Fund Overlap Analysis

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

KYTFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 397 holdings, KYTFX may share significant positions with broad-market funds.

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