TACIX Mutual Fund Analysis & Holdings | MarketXLS

TACIX Mutual Fund

NAV$11.97

AUM$16M

TER0.71%

Holdings42

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TACIX Mutual Fund

NAV$11.97

Transamerica Asset Allocation Conservative Portfolio Class I

AUM$16M

TER0.71%

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

TACIX Mutual Fund Overlap Analysis

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

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

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