TAAMX Mutual Fund Analysis & Holdings | MarketXLS

TAAMX Mutual Fund

NAV$13.30

AUM$428M

TER0.94%

Holdings42

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TAAMX Mutual Fund

NAV$13.30

Transamerica Asset Allocation Moderate Portfolio Class R3

AUM$428M

TER0.94%

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

TAAMX Mutual Fund Overlap Analysis

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

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

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