TRXCX Mutual Fund
TRXCX Mutual Fund
NAV$13.21
AUM$4M
TER1.98%
Holdings70
TRXCX Mutual Fund
NAV$13.21
Catalyst/MAP Global Balanced Fund Class C
AUM$4M
TER1.98%
Holdings70
TRXCX Mutual Fund Overlap Analysis
TRXCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRXCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, TRXCX may share significant positions with broad-market funds.
TRXCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRXCX tax-loss harvesting finds highly correlated but non-identical funds.