TIIIX Mutual Fund
TIIIX Mutual Fund
American Funds Fundamental Investors Class 529-T
TER0.64%
Holdings218
See how much of TIIIX you already own
TIIIX Mutual Fund Overlap Analysis
TIIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TIIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 218 holdings, TIIIX may share significant positions with broad-market funds.
TIIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TIIIX tax-loss harvesting finds highly correlated but non-identical funds.