TIPRX Mutual Fund

NAV$24.76

AUM$573M

TER3.34%

Holdings74

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TIPRX Mutual Fund

NAV$24.76

Bluerock Total Income+ Real Estate Fund Class A

AUM$573M

TER3.34%

Holdings74

See inside every fund you own

$99/yr 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 TIPRX 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 TIPRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TIPRX Mutual Fund Overlap Analysis

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

TIPRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, TIPRX may share significant positions with broad-market funds.

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