TFREX Mutual Fund Analysis & Holdings | MarketXLS

TFREX Mutual Fund

NAV$16.34

AUM$13M

TER1.25%

Holdings18

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TFREX Mutual Fund

NAV$16.34

Terra Firma US Concentrated Realty Equity Fund Open Class

AUM$13M

TER1.25%

Holdings18

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

TFREX Mutual Fund Overlap Analysis

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

TFREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, TFREX may share significant positions with broad-market funds.

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