KAGCX Mutual Fund

NAV$14.89

AUM$14M

TER2.43%

Holdings17

KAGCX Mutual Fund

NAV$14.89

Kensington Dynamic Allocation Fund Class C

AUM$14M

TER2.43%

Holdings17

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Holdings Overlap Analysis

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

KAGCX Mutual Fund Overlap Analysis

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

KAGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, KAGCX may share significant positions with broad-market funds.

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