TAAKX Mutual Fund

NAV$19.06

AUM$286M

TER0.95%

Holdings30

TAAKX Mutual Fund

NAV$19.06

Transamerica Asset Allocation Growth Portfolio Class R3

AUM$286M

TER0.95%

Holdings30

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare TAAKX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TAAKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TAAKX Mutual Fund Overlap Analysis

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

TAAKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, TAAKX may share significant positions with broad-market funds.

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