TDFOX Mutual Fund
TDFOX Mutual Fund
American Funds 2040 Target Date Retirement Fund Class T
TER0.69%
Holdings26
See how much of TDFOX you already own
TDFOX Mutual Fund Overlap Analysis
TDFOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TDFOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TDFOX may share significant positions with broad-market funds.
TDFOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TDFOX tax-loss harvesting finds highly correlated but non-identical funds.