KCLIX Mutual Fund
NAV$9.67
TER0.50%
Holdings240
KCLIX Mutual Fund
NAV$9.67
Knights of Columbus Limited Duration Fund Class I
TER0.50%
Holdings240
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KCLIX Mutual Fund Overlap Analysis
KCLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KCLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 240 holdings, KCLIX may share significant positions with broad-market funds.
KCLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KCLIX tax-loss harvesting finds highly correlated but non-identical funds.