FKAIX Mutual Fund

NAV$50.62

AUM$1.7B

TER0.90%

Holdings162

FKAIX Mutual Fund

NAV$50.62

Federated Hermes Kaufmann Small Cap Fund Institutional Class

AUM$1.7B

TER0.90%

Holdings162

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Holdings Overlap Analysis

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

FKAIX Mutual Fund Overlap Analysis

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

FKAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 162 holdings, FKAIX may share significant positions with broad-market funds.

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