TRXIX Mutual Fund
TRXIX Mutual Fund
NAV$13.54
AUM$9M
TER0.98%
Holdings70
TRXIX Mutual Fund
NAV$13.54
Catalyst/MAP Global Balanced Fund Class I
AUM$9M
TER0.98%
Holdings70
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.