TASZX Mutual Fund
TASZX Mutual Fund
NAV$26.13
TER1.09%
Holdings36
See how much of TASZX you already own
TASZX Mutual Fund
NAV$26.13
Third Avenue Small Cap Value Fund Class Z
TER1.09%
Holdings36
See how much of TASZX you already own
TASZX Mutual Fund Overlap Analysis
TASZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TASZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, TASZX may share significant positions with broad-market funds.
TASZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TASZX tax-loss harvesting finds highly correlated but non-identical funds.