KAGIX Mutual Fund

NAV$15.46

AUM$1.8B

TER1.43%

Holdings17

KAGIX Mutual Fund

NAV$15.46

Kensington Dynamic Allocation Fund Institutional Class

AUM$1.8B

TER1.43%

Holdings17

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Holdings Overlap Analysis

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

KAGIX Mutual Fund Overlap Analysis

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

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

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