TRXAX Mutual Fund
TRXAX Mutual Fund
NAV$13.53
AUM$2M
TER1.23%
Holdings70
TRXAX Mutual Fund
NAV$13.53
Catalyst/MAP Global Balanced Fund Class A
AUM$2M
TER1.23%
Holdings70
TRXAX Mutual Fund Overlap Analysis
TRXAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, TRXAX may share significant positions with broad-market funds.
TRXAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRXAX tax-loss harvesting finds highly correlated but non-identical funds.