TOLSX Mutual Fund Analysis & Holdings | MarketXLS

TOLSX Mutual Fund

NAV$15.92

AUM$77M

TER1.04%

Holdings52

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TOLSX Mutual Fund

NAV$15.92

DWS RREEF Global Infrastructure Fund Class S

AUM$77M

TER1.04%

Holdings52

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

TOLSX Mutual Fund Overlap Analysis

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

TOLSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, TOLSX may share significant positions with broad-market funds.

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