TETIX Mutual Fund
TETIX Mutual Fund
NAV$15.41
AUM$62M
TER1.12%
Holdings73
TETIX Mutual Fund
NAV$15.41
RBC Enterprise Fund Class I
AUM$62M
TER1.12%
Holdings73
TETIX Mutual Fund Overlap Analysis
TETIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TETIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, TETIX may share significant positions with broad-market funds.
TETIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TETIX tax-loss harvesting finds highly correlated but non-identical funds.