TRICX Mutual Fund Analysis & Holdings | MarketXLS

TRICX Mutual Fund

NAV$4.98

AUM$2M

TER2.95%

Holdings52

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TRICX Mutual Fund

NAV$4.98

Catalyst/SMH Total Return Income Fund Class C

AUM$2M

TER2.95%

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

TRICX Mutual Fund Overlap Analysis

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

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

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