TDOTX Mutual Fund
TDOTX Mutual Fund
NAV$8.45
AUM$357,984.59
TER0.55%
Holdings20
See how much of TDOTX you already own
TDOTX Mutual Fund
NAV$8.45
Transamerica ClearTrack 2025 Fund Class R6
AUM$357,984.59
TER0.55%
Holdings20
See how much of TDOTX you already own
TDOTX Mutual Fund Overlap Analysis
TDOTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TDOTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, TDOTX may share significant positions with broad-market funds.
TDOTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TDOTX tax-loss harvesting finds highly correlated but non-identical funds.