KTRIX Mutual Fund

NAV$10.08

AUM$28M

TER0.67%

Holdings353

KTRIX Mutual Fund

NAV$10.08

DWS Global Income Builder Fund Institutional Class

AUM$28M

TER0.67%

Holdings353

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

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

KTRIX Mutual Fund Overlap Analysis

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

KTRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 353 holdings, KTRIX may share significant positions with broad-market funds.

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