KAUCX Mutual Fund
NAV$3.98
AUM$30M
TER2.46%
Holdings148
KAUCX Mutual Fund
NAV$3.98
Federated Hermes Kaufmann Fund Class C
AUM$30M
TER2.46%
Holdings148
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KAUCX Mutual Fund Overlap Analysis
KAUCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KAUCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 148 holdings, KAUCX may share significant positions with broad-market funds.
KAUCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KAUCX tax-loss harvesting finds highly correlated but non-identical funds.