TCPTX Mutual Fund Analysis & Holdings | MarketXLS

TCPTX Mutual Fund

NAV$6.85

AUM$83,812.19

TER1.20%

Holdings21

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TCPTX Mutual Fund

NAV$6.85

Transamerica ClearTrack 2045 Fund Class R1

AUM$83,812.19

TER1.20%

Holdings21

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

TCPTX Mutual Fund Overlap Analysis

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

TCPTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, TCPTX may share significant positions with broad-market funds.

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