KMDVX Mutual Fund

NAV$35.53

AUM$128M

TER1.20%

Holdings81

KMDVX Mutual Fund

NAV$35.53

Keeley Gabelli Mid Cap Dividend Fund Class A

AUM$128M

TER1.20%

Holdings81

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Holdings Overlap Analysis

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

KMDVX Mutual Fund Overlap Analysis

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

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

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