ATRAX Mutual Fund

NAV$11.02

AUM$14M

TER2.10%

Holdings28

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

ATRAX Mutual Fund

NAV$11.02

Catalyst Systematic Alpha Fund Class A

AUM$14M

TER2.10%

Holdings28

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare ATRAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ATRAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ATRAX Mutual Fund Overlap Analysis

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

ATRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, ATRAX may share significant positions with broad-market funds.

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