TAEDX Mutual Fund Analysis & Holdings | MarketXLS

TAEDX Mutual Fund

NAV$10.00

AUM$16M

TER0.77%

Holdings224

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

TAEDX Mutual Fund

NAV$10.00

Transamerica Emerging Markets Debt Fund Class R6

AUM$16M

TER0.77%

Holdings224

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 TAEDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TAEDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TAEDX Mutual Fund Overlap Analysis

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

TAEDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 224 holdings, TAEDX may share significant positions with broad-market funds.

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