TFAGX Mutual Fund
TFAGX Mutual Fund
NAV$12.97
TER2.48%
Holdings116
See how much of TFAGX you already own
TFAGX Mutual Fund
NAV$12.97
TFA AlphaGen Growth Fund Class I
TER2.48%
Holdings116
See how much of TFAGX you already own
TFAGX Mutual Fund Overlap Analysis
TFAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TFAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, TFAGX may share significant positions with broad-market funds.
TFAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TFAGX tax-loss harvesting finds highly correlated but non-identical funds.