TACIX Mutual Fund
TACIX Mutual Fund
NAV$11.92
AUM$17M
TER0.71%
Holdings42
See how much of TACIX you already own
TACIX Mutual Fund
NAV$11.92
Transamerica Asset Allocation Conservative Portfolio Class I
AUM$17M
TER0.71%
Holdings42
See how much of TACIX you already own
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.