KSMVX Mutual Fund

NAV$10.28

AUM$24M

TER1.43%

Holdings79

KSMVX Mutual Fund

NAV$10.28

Keeley Gabelli SMID Cap Value Fund Class A

AUM$24M

TER1.43%

Holdings79

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Holdings Overlap Analysis

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

KSMVX Mutual Fund Overlap Analysis

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

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

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