TEPFX Mutual Fund

NAV$9.49

AUM$4M

TER0.63%

Holdings4

See how much of TEPFX you already own

Just $25 once·$99/mo·Download sample

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TEPFX Mutual Fund

NAV$9.49

American Funds Tax-Exempt Preservation Portfolio Class F-1

AUM$4M

TER0.63%

Holdings4

See how much of TEPFX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare TEPFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TEPFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TEPFX Mutual Fund Overlap Analysis

TEPFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

TEPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, TEPFX may share significant positions with broad-market funds.

TEPFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TEPFX tax-loss harvesting finds highly correlated but non-identical funds.