TAFBX Mutual Fund
TAFBX Mutual Fund
American Balanced Fund Class 529-T
TER0.60%
Holdings3,945
See how much of TAFBX you already own
TAFBX Mutual Fund Overlap Analysis
TAFBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TAFBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, TAFBX may share significant positions with broad-market funds.
TAFBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TAFBX tax-loss harvesting finds highly correlated but non-identical funds.