TDFIX Mutual Fund
TDFIX Mutual Fund
NAV$10.74
AUM$2M
TER0.78%
Holdings47
TDFIX Mutual Fund
NAV$10.74
Transamerica Sustainable Equity Income Class I
AUM$2M
TER0.78%
Holdings47
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.