TARZX Mutual Fund
TARZX Mutual Fund
NAV$23.29
TER1.07%
Holdings36
See how much of TARZX you already own
TARZX Mutual Fund
NAV$23.29
Third Avenue Real Estate Value Fund -Z Share
TER1.07%
Holdings36
See how much of TARZX you already own
TARZX Mutual Fund Overlap Analysis
TARZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TARZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, TARZX may share significant positions with broad-market funds.
TARZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TARZX tax-loss harvesting finds highly correlated but non-identical funds.