TRXAX Mutual Fund
TRXAX Mutual Fund
NAV$13.38
AUM$2M
TER1.23%
Holdings70
See how much of TRXAX you already own
TRXAX Mutual Fund
NAV$13.38
Catalyst/MAP Global Balanced Fund Class A
AUM$2M
TER1.23%
Holdings70
See how much of TRXAX you already own
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.