TAICX Mutual Fund

NAV$17.87

AUM$296M

TER1.36%

Holdings10

See how much of TAICX you already own

Just $25 once·$69/mo·Download sample

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TAICX Mutual Fund

NAV$17.87

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

AUM$296M

TER1.36%

Holdings10

See how much of TAICX you already own

Just $25 once·$69/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 TAICX 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 TAICX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TAICX Mutual Fund Overlap Analysis

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

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

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