ITRAX Mutual Fund

NAV$23.04

AUM$2.0B

TER1.25%

Holdings277

See how much of ITRAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

ITRAX Mutual Fund

NAV$23.04

VY T. Rowe Price Capital Appreciation Portfolio Advisor Class

AUM$2.0B

TER1.25%

Holdings277

See how much of ITRAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

ITRAX Mutual Fund Overlap Analysis

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

ITRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 277 holdings, ITRAX may share significant positions with broad-market funds.

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