TCSOX Mutual Fund Analysis & Holdings | MarketXLS

TCSOX Mutual Fund

NAV$11.10

AUM$469,037.11

TER1.20%

Holdings19

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TCSOX Mutual Fund

NAV$11.10

Transamerica ClearTrack 2060 Fund Class R1

AUM$469,037.11

TER1.20%

Holdings19

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

TCSOX Mutual Fund Overlap Analysis

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

TCSOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, TCSOX may share significant positions with broad-market funds.

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