TAFBX Mutual Fund Analysis & Holdings | MarketXLS

TAFBX Mutual Fund

TER0.60%

Holdings3,945

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TAFBX Mutual Fund

American Balanced Fund Class 529-T

TER0.60%

Holdings3,945

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

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.