TETAX Mutual Fund

NAV$13.93

AUM$705,099.01

TER1.37%

Holdings73

See how much of TETAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

TETAX Mutual Fund

NAV$13.93

RBC Enterprise Fund Class A

AUM$705,099.01

TER1.37%

Holdings73

See how much of TETAX you already own

Just $25 once·$69/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 TETAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

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

TETAX Mutual Fund Overlap Analysis

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

TETAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, TETAX may share significant positions with broad-market funds.

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