TFCGX Mutual Fund
TFCGX Mutual Fund
NAV$25.99
AUM$38M
TER1.45%
Holdings50
See how much of TFCGX you already own
TFCGX Mutual Fund
NAV$25.99
Taylor Frigon Core Growth Fund
AUM$38M
TER1.45%
Holdings50
See how much of TFCGX you already own
TFCGX Mutual Fund Overlap Analysis
TFCGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TFCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, TFCGX may share significant positions with broad-market funds.
TFCGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TFCGX tax-loss harvesting finds highly correlated but non-identical funds.