TCHDX Mutual Fund
NAV$7.63
AUM$492,309.11
TER0.55%
Holdings20
TCHDX Mutual Fund
NAV$7.63
Transamerica ClearTrack 2035 Fund Class R6
AUM$492,309.11
TER0.55%
Holdings20
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TCHDX Mutual Fund Overlap Analysis
TCHDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TCHDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, TCHDX may share significant positions with broad-market funds.
TCHDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TCHDX tax-loss harvesting finds highly correlated but non-identical funds.