TRIFX Mutual Fund

NAV$4.82

AUM$5M

TER2.20%

Holdings52

TRIFX Mutual Fund

NAV$4.82

Catalyst/SMH Total Return Income Fund Class A

AUM$5M

TER2.20%

Holdings52

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Holdings Overlap Analysis

Compare TRIFX 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 TRIFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TRIFX Mutual Fund Overlap Analysis

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

TRIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, TRIFX may share significant positions with broad-market funds.

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