TCSOX Mutual Fund
TCSOX Mutual Fund
NAV$11.10
AUM$469,037.11
TER1.20%
Holdings19
See how much of TCSOX you already own
TCSOX Mutual Fund
NAV$11.10
Transamerica ClearTrack 2060 Fund Class R1
AUM$469,037.11
TER1.20%
Holdings19
See how much of TCSOX you already own
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.