TAAAX Mutual Fund
TAAAX Mutual Fund
NAV$22.45
AUM$1.5B
TER1.22%
Holdings1,152
See how much of TAAAX you already own
TAAAX Mutual Fund
NAV$22.45
Thrivent Aggressive Allocation Fund Class A
AUM$1.5B
TER1.22%
Holdings1,152
See how much of TAAAX you already own
TAAAX Mutual Fund Overlap Analysis
TAAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TAAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1152 holdings, TAAAX may share significant positions with broad-market funds.
TAAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TAAAX tax-loss harvesting finds highly correlated but non-identical funds.