KTRAX Mutual Fund Analysis & Holdings | MarketXLS

KTRAX Mutual Fund

NAV$10.10

AUM$442M

TER0.90%

Holdings353

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KTRAX Mutual Fund

NAV$10.10

DWS Global Income Builder Fund Class A

AUM$442M

TER0.90%

Holdings353

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 KTRAX 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 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 353 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.