TRXIX Mutual Fund
TRXIX Mutual Fund
NAV$13.40
AUM$9M
TER0.98%
Holdings70
See how much of TRXIX you already own
TRXIX Mutual Fund
NAV$13.40
Catalyst/MAP Global Balanced Fund Class I
AUM$9M
TER0.98%
Holdings70
See how much of TRXIX you already own
TRXIX Mutual Fund Overlap Analysis
TRXIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, TRXIX may share significant positions with broad-market funds.
TRXIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRXIX tax-loss harvesting finds highly correlated but non-identical funds.