TDFAX Mutual Fund Analysis & Holdings | MarketXLS

TDFAX Mutual Fund

NAV$10.67

AUM$76M

TER1.07%

Holdings47

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TDFAX Mutual Fund

NAV$10.67

Transamerica Sustainable Equity Income Class A

AUM$76M

TER1.07%

Holdings47

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

TDFAX Mutual Fund Overlap Analysis

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

TDFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, TDFAX may share significant positions with broad-market funds.

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