KMDIX Mutual Fund

NAV$35.30

AUM$128M

TER0.95%

Holdings81

KMDIX Mutual Fund

NAV$35.30

Keeley Gabelli Mid Cap Dividend Fund Class I

AUM$128M

TER0.95%

Holdings81

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Holdings Overlap Analysis

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

KMDIX Mutual Fund Overlap Analysis

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

KMDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, KMDIX may share significant positions with broad-market funds.

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