TGDZX Mutual Fund
TGDZX Mutual Fund
NAV$8.70
TER0.80%
Holdings48
See how much of TGDZX you already own
TGDZX Mutual Fund
NAV$8.70
TCW Relative Value Large Cap Fund Class I3
TER0.80%
Holdings48
See how much of TGDZX you already own
TGDZX Mutual Fund Overlap Analysis
TGDZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TGDZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, TGDZX may share significant positions with broad-market funds.
TGDZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TGDZX tax-loss harvesting finds highly correlated but non-identical funds.