TFAFX Mutual Fund
TFAFX Mutual Fund
NAV$14.14
TER2.64%
Holdings164
See how much of TFAFX you already own
TFAFX Mutual Fund
NAV$14.14
Tactical Growth Allocation Fund Class I
TER2.64%
Holdings164
See how much of TFAFX you already own
TFAFX Mutual Fund Overlap Analysis
TFAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TFAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 164 holdings, TFAFX may share significant positions with broad-market funds.
TFAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TFAFX tax-loss harvesting finds highly correlated but non-identical funds.