ITRIX Mutual Fund

NAV$25.03

AUM$1.9B

TER0.65%

Holdings277

ITRIX Mutual Fund

NAV$25.03

VY T. Rowe Price Capital Appreciation Portfolio Initial

AUM$1.9B

TER0.65%

Holdings277

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Holdings Overlap Analysis

Compare ITRIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ITRIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ITRIX Mutual Fund Overlap Analysis

ITRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

ITRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 277 holdings, ITRIX may share significant positions with broad-market funds.

ITRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ITRIX tax-loss harvesting finds highly correlated but non-identical funds.