KIFYX Mutual Fund
NAV$17.65
AUM$172M
TER0.85%
Holdings48
KIFYX Mutual Fund
NAV$17.65
Westwood Real Estate Income Fund Institutional Class
AUM$172M
TER0.85%
Holdings48

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
KIFYX Mutual Fund Overlap Analysis
KIFYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
KIFYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, KIFYX may share significant positions with broad-market funds.
KIFYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. KIFYX tax-loss harvesting finds highly correlated but non-identical funds.