TAAGX Mutual Fund Analysis & Holdings | MarketXLS

TAAGX Mutual Fund

NAV$18.17

AUM$75M

TER1.61%

Holdings48

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TAAGX Mutual Fund

NAV$18.17

Timothy Plan Small/Mid Cap Growth Fund Class A

AUM$75M

TER1.61%

Holdings48

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

TAAGX Mutual Fund Overlap Analysis

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

TAAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, TAAGX may share significant positions with broad-market funds.

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