TRDFX Mutual Fund

NAV$14.44

AUM$38M

TER0.83%

Holdings842

TRDFX Mutual Fund

NAV$14.44

Steward Values Enhanced Small-Mid Cap Fund Class A

AUM$38M

TER0.83%

Holdings842

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

TRDFX Mutual Fund Overlap Analysis

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

TRDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 842 holdings, TRDFX may share significant positions with broad-market funds.

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