TDFMX Mutual Fund
TDFMX Mutual Fund
TER0.66%
Holdings25
TDFMX Mutual Fund
American Funds 2030 Target Date Retirement Fund Class T
TER0.66%
Holdings25
TDFMX Mutual Fund Overlap Analysis
TDFMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TDFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, TDFMX may share significant positions with broad-market funds.
TDFMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TDFMX tax-loss harvesting finds highly correlated but non-identical funds.