TGWFX Mutual Fund
TGWFX Mutual Fund
NAV$11.72
AUM$75,080.05
TER0.90%
Holdings84
See how much of TGWFX you already own
TGWFX Mutual Fund
NAV$11.72
Transamerica Large Growth Fund Class R4
AUM$75,080.05
TER0.90%
Holdings84
See how much of TGWFX you already own
TGWFX Mutual Fund Overlap Analysis
TGWFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TGWFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, TGWFX may share significant positions with broad-market funds.
TGWFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TGWFX tax-loss harvesting finds highly correlated but non-identical funds.