TABEX Mutual Fund

NAV$8.43

AUM$143,858.25

TER1.52%

Holdings518

See how much of TABEX you already own

Just $25 once·$99/mo·Download sample

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TABEX Mutual Fund

NAV$8.43

Transamerica Core Bond Fund Class C

AUM$143,858.25

TER1.52%

Holdings518

See how much of TABEX 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 TABEX 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 TABEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TABEX Mutual Fund Overlap Analysis

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

TABEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 518 holdings, TABEX may share significant positions with broad-market funds.

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