TAGBX Mutual Fund Analysis & Holdings | MarketXLS

TAGBX Mutual Fund

NAV$3.25

TER1.21%

Holdings187

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TAGBX Mutual Fund

NAV$3.25

Templeton Global Dynamic Income Fund Class A

TER1.21%

Holdings187

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

TAGBX Mutual Fund Overlap Analysis

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

TAGBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 187 holdings, TAGBX may share significant positions with broad-market funds.

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