TDFCX Mutual Fund

NAV$10.57

AUM$873,156.18

TER1.90%

Holdings47

See how much of TDFCX you already own

Just $25 once·$69/mo·Download sample

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TDFCX Mutual Fund

NAV$10.57

Transamerica Sustainable Equity Income Class C

AUM$873,156.18

TER1.90%

Holdings47

See how much of TDFCX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

TDFCX Mutual Fund Overlap Analysis

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

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

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