INFIX Mutual Fund Analysis & Holdings | MarketXLS

INFIX Mutual Fund

NAV$9.16

AUM$536M

TER1.12%

Holdings43

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INFIX Mutual Fund

NAV$9.16

Tortoise Energy Infrastructure and Income Fund Class I

AUM$536M

TER1.12%

Holdings43

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

INFIX Mutual Fund Overlap Analysis

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

INFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, INFIX may share significant positions with broad-market funds.

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