TAARX Mutual Fund

NAV$9.22

AUM$43M

TER1.19%

Holdings12

See how much of TAARX you already own

Just $25 once·$99/mo·Download sample

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TAARX Mutual Fund

NAV$9.22

Transamerica Asset Allocation Intermediate Horizon Class R

AUM$43M

TER1.19%

Holdings12

See how much of TAARX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

TAARX Mutual Fund Overlap Analysis

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

TAARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, TAARX may share significant positions with broad-market funds.

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