TFXIX Mutual Fund
TFXIX Mutual Fund
NAV$7.98
AUM$1.8B
TER0.50%
Holdings588
See how much of TFXIX you already own
TFXIX Mutual Fund
NAV$7.98
Transamerica Bond Fund Class I
AUM$1.8B
TER0.50%
Holdings588
See how much of TFXIX you already own
TFXIX Mutual Fund Overlap Analysis
TFXIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TFXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 588 holdings, TFXIX may share significant positions with broad-market funds.
TFXIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TFXIX tax-loss harvesting finds highly correlated but non-identical funds.