TALFX Mutual Fund

NAV$8.24

AUM$650,455.07

TER1.04%

Holdings12

See how much of TALFX you already own

Just $25 once·$99/mo·Download sample

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TALFX Mutual Fund

NAV$8.24

Transamerica Asset Allocation Long Horizon Class R4

AUM$650,455.07

TER1.04%

Holdings12

See how much of TALFX 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 TALFX 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 TALFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TALFX Mutual Fund Overlap Analysis

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

TALFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, TALFX may share significant positions with broad-market funds.

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