TLOFX Mutual Fund Analysis & Holdings | MarketXLS

TLOFX Mutual Fund

NAV$10.20

AUM$10M

TER0.75%

Holdings149

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TLOFX Mutual Fund

NAV$10.20

Transamerica Large Value Opportunities Class R4

AUM$10M

TER0.75%

Holdings149

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare TLOFX 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 TLOFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TLOFX Mutual Fund Overlap Analysis

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

TLOFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 149 holdings, TLOFX may share significant positions with broad-market funds.

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