KSDVX Mutual Fund

NAV$20.24

AUM$280M

TER1.29%

Holdings79

KSDVX Mutual Fund

NAV$20.24

Keeley Gabelli Small Cap Dividend Fund Class A

AUM$280M

TER1.29%

Holdings79

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Holdings Overlap Analysis

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

KSDVX Mutual Fund Overlap Analysis

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

KSDVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, KSDVX may share significant positions with broad-market funds.

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