TRAFX Mutual Fund
TRAFX Mutual Fund
NAV$33.79
AUM$72M
TER1.66%
Holdings43
See how much of TRAFX you already own
TRAFX Mutual Fund
NAV$33.79
Popular Total Return Fund Class A
AUM$72M
TER1.66%
Holdings43
See how much of TRAFX you already own
TRAFX Mutual Fund Overlap Analysis
TRAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, TRAFX may share significant positions with broad-market funds.
TRAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRAFX tax-loss harvesting finds highly correlated but non-identical funds.