TFRIX Mutual Fund

NAV$16.28

AUM$4M

TER1.00%

Holdings18

See how much of TFRIX you already own

Just $25 once·$99/mo·Download sample

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TFRIX Mutual Fund

NAV$16.28

Terra Firma US Concentrated Realty Equity Fund Institutional Class Shares

AUM$4M

TER1.00%

Holdings18

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

TFRIX Mutual Fund Overlap Analysis

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

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

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