TRLDX Mutual Fund

NAV$4.72

AUM$1.4B

TER0.27%

Holdings52

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TRLDX Mutual Fund

NAV$4.72

Limited Duration Inflation Focused Bond Fund Class I

AUM$1.4B

TER0.27%

Holdings52

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

TRLDX Mutual Fund Overlap Analysis

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

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

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