TDHTX Mutual Fund
TDHTX Mutual Fund
NAV$7.79
AUM$457,012.74
TER0.55%
Holdings20
See how much of TDHTX you already own
TDHTX Mutual Fund
NAV$7.79
Transamerica ClearTrack 2030 Fund Class R6
AUM$457,012.74
TER0.55%
Holdings20
See how much of TDHTX you already own
TDHTX Mutual Fund Overlap Analysis
TDHTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TDHTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, TDHTX may share significant positions with broad-market funds.
TDHTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TDHTX tax-loss harvesting finds highly correlated but non-identical funds.