TAFNX Mutual Fund Analysis & Holdings | MarketXLS

TAFNX Mutual Fund

TER0.57%

Holdings10

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TAFNX Mutual Fund

American Funds Retirement Income Portfolio Moderate Series Class T

TER0.57%

Holdings10

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

TAFNX Mutual Fund Overlap Analysis

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

TAFNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, TAFNX may share significant positions with broad-market funds.

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