TIAGX Mutual Fund
TIAGX Mutual Fund
NAV$19.36
AUM$86M
TER1.36%
Holdings48
TIAGX Mutual Fund
NAV$19.36
Timothy Plan Small/Mid Cap Growth Fund Class I
AUM$86M
TER1.36%
Holdings48
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.