TDFIX Mutual Fund
TDFIX Mutual Fund
NAV$10.55
AUM$2M
TER0.78%
Holdings47
See how much of TDFIX you already own
TDFIX Mutual Fund
NAV$10.55
Transamerica Sustainable Equity Income Class I
AUM$2M
TER0.78%
Holdings47
See how much of TDFIX you already own
TDFIX Mutual Fund Overlap Analysis
TDFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TDFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, TDFIX may share significant positions with broad-market funds.
TDFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TDFIX tax-loss harvesting finds highly correlated but non-identical funds.