TDFAX Mutual Fund
TDFAX Mutual Fund
NAV$10.47
AUM$76M
TER1.07%
Holdings45
See how much of TDFAX you already own
TDFAX Mutual Fund
NAV$10.47
Transamerica Sustainable Equity Income Class A
AUM$76M
TER1.07%
Holdings45
See how much of TDFAX you already own
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 45 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.