TAAEX Mutual Fund
TAAEX Mutual Fund
NAV$42.45
AUM$13,280.89
TER1.41%
Holdings32
See how much of TAAEX you already own
TAAEX Mutual Fund
NAV$42.45
Transamerica Capital Growth Class R
AUM$13,280.89
TER1.41%
Holdings32
See how much of TAAEX you already own
TAAEX Mutual Fund Overlap Analysis
TAAEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TAAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, TAAEX may share significant positions with broad-market funds.
TAAEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TAAEX tax-loss harvesting finds highly correlated but non-identical funds.