KLCSX Mutual Fund

NAV$19.68

AUM$53M

TER0.78%

Holdings46

KLCSX Mutual Fund

NAV$19.68

Federated Hermes Kaufmann Large Cap Fund Class R6

AUM$53M

TER0.78%

Holdings46

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Holdings Overlap Analysis

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

KLCSX Mutual Fund Overlap Analysis

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

KLCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, KLCSX may share significant positions with broad-market funds.

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