TGWTX Mutual Fund
TGWTX Mutual Fund
NAV$12.46
AUM$249M
TER0.72%
Holdings84
See how much of TGWTX you already own
TGWTX Mutual Fund
NAV$12.46
Transamerica Large Growth Fund Class I3
AUM$249M
TER0.72%
Holdings84
See how much of TGWTX you already own
TGWTX Mutual Fund Overlap Analysis
TGWTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TGWTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, TGWTX may share significant positions with broad-market funds.
TGWTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TGWTX tax-loss harvesting finds highly correlated but non-identical funds.