TGTRX Mutual Fund
TGTRX Mutual Fund
NAV$7.05
TER1.21%
Holdings122
TGTRX Mutual Fund
NAV$7.05
Templeton Global Total Return Fund Class A
TER1.21%
Holdings122
TGTRX Mutual Fund Overlap Analysis
TGTRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TGTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 122 holdings, TGTRX may share significant positions with broad-market funds.
TGTRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TGTRX tax-loss harvesting finds highly correlated but non-identical funds.