KADIX Mutual Fund

NAV$11.84

AUM$74M

TER1.63%

Holdings18

KADIX Mutual Fund

NAV$11.84

Kensington Active Advantage Fund Institutional Class

AUM$74M

TER1.63%

Holdings18

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare KADIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings KADIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

KADIX Mutual Fund Overlap Analysis

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

KADIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, KADIX may share significant positions with broad-market funds.

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