KTRAX Mutual Fund

NAV$10.11

AUM$452M

TER0.90%

Holdings364

See how much of KTRAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

KTRAX Mutual Fund

NAV$10.11

DWS Global Income Builder Fund Class A

AUM$452M

TER0.90%

Holdings364

See how much of KTRAX 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 KTRAX 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 KTRAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

KTRAX Mutual Fund Overlap Analysis

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

KTRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 364 holdings, KTRAX may share significant positions with broad-market funds.

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