TAUSX Mutual Fund

NAV$8.95

AUM$3.4B

TER0.74%

Holdings982

See how much of TAUSX you already own

Just $25 once·$99/mo·Download sample

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TAUSX Mutual Fund

NAV$8.95

John Hancock Investment Grade Bond Fund Class A

AUM$3.4B

TER0.74%

Holdings982

See how much of TAUSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

TAUSX Mutual Fund Overlap Analysis

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

TAUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 982 holdings, TAUSX may share significant positions with broad-market funds.

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