TCRTX Mutual Fund
TCRTX Mutual Fund
NAV$7.31
AUM$51M
TER1.20%
Holdings20
See how much of TCRTX you already own
TCRTX Mutual Fund
NAV$7.31
Transamerica ClearTrack 2040 Fund Class R1
AUM$51M
TER1.20%
Holdings20
See how much of TCRTX you already own
TCRTX Mutual Fund Overlap Analysis
TCRTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TCRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, TCRTX may share significant positions with broad-market funds.
TCRTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TCRTX tax-loss harvesting finds highly correlated but non-identical funds.