TARZX Mutual Fund
TARZX Mutual Fund
NAV$23.93
TER1.07%
Holdings37
TARZX Mutual Fund
NAV$23.93
Third Avenue Real Estate Value Fund -Z Share
TER1.07%
Holdings37
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 37 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.