TDFTX Mutual Fund
NAV$7.62
AUM$10,907.88
TER1.20%
Holdings20
TDFTX Mutual Fund
NAV$7.62
Transamerica ClearTrack 2030 Fund Class R1
AUM$10,907.88
TER1.20%
Holdings20
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TDFTX Mutual Fund Overlap Analysis
TDFTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TDFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, TDFTX may share significant positions with broad-market funds.
TDFTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TDFTX tax-loss harvesting finds highly correlated but non-identical funds.