TGWRX Mutual Fund Holdings Overlap Calculator | MarketXLS

TGWRX Mutual Fund

NAV$11.26

AUM$92M

TER1.21%

Holdings84

See what you own twice

Check TGWRX against your other funds. Free for up to 5.

Check my overlap

TGWRX Mutual Fund

NAV$11.26

Transamerica Large Growth Fund Class R

AUM$92M

TER1.21%

Holdings84

See what you own twice

Check TGWRX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare TGWRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TGWRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TGWRX Mutual Fund Overlap Analysis

TGWRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

TGWRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, TGWRX may share significant positions with broad-market funds.

TGWRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TGWRX tax-loss harvesting finds highly correlated but non-identical funds.