TIAGX Mutual Fund
TIAGX Mutual Fund
NAV$18.01
AUM$96M
TER1.36%
Holdings48
See how much of TIAGX you already own
TIAGX Mutual Fund
NAV$18.01
Timothy Plan Small/Mid Cap Growth Fund Class I
AUM$96M
TER1.36%
Holdings48
See how much of TIAGX you already own
TIAGX Mutual Fund Overlap Analysis
TIAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TIAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, TIAGX may share significant positions with broad-market funds.
TIAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TIAGX tax-loss harvesting finds highly correlated but non-identical funds.