KESGX Mutual Fund

NAV$20.86

AUM$93M

TER0.82%

Holdings99

KESGX Mutual Fund

NAV$20.86

Kennedy Capital ESG SMID Cap Fund

AUM$93M

TER0.82%

Holdings99

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Holdings Overlap Analysis

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

KESGX Mutual Fund Overlap Analysis

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

KESGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, KESGX may share significant positions with broad-market funds.

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