TAAJX Mutual Fund Analysis & Holdings | MarketXLS

TAAJX Mutual Fund

NAV$11.85

AUM$401M

TER0.90%

Holdings42

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TAAJX Mutual Fund

NAV$11.85

Transamerica Asset Allocation Conservative Portfolio Class R3

AUM$401M

TER0.90%

Holdings42

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

TAAJX Mutual Fund Overlap Analysis

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

TAAJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, TAAJX may share significant positions with broad-market funds.

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