TAIAX Mutual Fund

NAV$18.05

TER0.66%

Holdings10

See how much of TAIAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

TAIAX Mutual Fund

NAV$18.05

American Funds Tax-Aware Conservative Growth and Income Portfolio Class A

TER0.66%

Holdings10

See how much of TAIAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

TAIAX Mutual Fund Overlap Analysis

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

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

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