TAGDX Mutual Fund Analysis & Holdings | MarketXLS

TAGDX Mutual Fund

NAV$12.14

AUM$3M

TER0.72%

Holdings84

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TAGDX Mutual Fund

NAV$12.14

Transamerica Large Growth Fund Class R6

AUM$3M

TER0.72%

Holdings84

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

TAGDX Mutual Fund Overlap Analysis

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

TAGDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, TAGDX may share significant positions with broad-market funds.

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