TASMX Mutual Fund
TASMX Mutual Fund
NAV$32.81
AUM$54M
TER0.81%
Holdings228
See how much of TASMX you already own
TASMX Mutual Fund
NAV$32.81
Transamerica Small/Mid Cap Value Fund Class R6
AUM$54M
TER0.81%
Holdings228
See how much of TASMX you already own
TASMX Mutual Fund Overlap Analysis
TASMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TASMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 228 holdings, TASMX may share significant positions with broad-market funds.
TASMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TASMX tax-loss harvesting finds highly correlated but non-identical funds.