Fund transparency and analytics

See what your fund is really doing.

XrayFund gives advisors, analysts and serious investors institutional-grade visibility into holdings, exposures and performance drivers.
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Platform in development. Early access updates available by request.
Illustrative fund x-ray
Equity Exposure
82%
Look-through analyzed
Top Sector Tilt
Tech
+6.4% vs benchmark
Holdings Coverage
96%
Normalized and classified
Performance Driver
Selection
Primary attribution source
Technology 27%
Financials 19%
Health Care 14%
Industrials 11%

Holdings look-through

Move beyond high-level fund labels with deeper visibility into underlying positions, concentrations and hidden exposures.

Exposure intelligence

Understand true sector, industry and asset class positioning through a normalized security master and internal classification framework.

Attribution clarity

Identify what really drove results with institutional-style performance attribution built for practical fund analysis.

Built for serious fund analysis

XrayFund is being designed to help users evaluate active funds and ETFs with clearer diagnostics, more transparent holdings-based analysis and more practical decision support.

Advisors

  • Evaluate manager overlap and diversification
  • Support client portfolio reviews
  • Improve fund due diligence workflows

Analysts

  • Assess exposures beneath the headline category
  • Compare funds on a like-for-like basis
  • Review performance drivers with greater precision

Serious investors

  • Understand what a fund really owns
  • Spot concentrated or unintended bets
  • Make more informed allocation decisions