TALRX Mutual Fund Analysis & Holdings | MarketXLS

TALRX Mutual Fund

NAV$8.32

AUM$62M

TER1.29%

Holdings12

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TALRX Mutual Fund

NAV$8.32

Transamerica Asset Allocation Long Horizon Class R

AUM$62M

TER1.29%

Holdings12

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

TALRX Mutual Fund Overlap Analysis

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

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

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