TMARX Mutual Fund
TMARX Mutual Fund
NAV$8.76
AUM$121M
TER1.00%
Holdings454
TMARX Mutual Fund
NAV$8.76
Touchstone Ares Credit Opportunities Fund Cl A
AUM$121M
TER1.00%
Holdings454
TMARX Mutual Fund Overlap Analysis
TMARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TMARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 454 holdings, TMARX may share significant positions with broad-market funds.
TMARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TMARX tax-loss harvesting finds highly correlated but non-identical funds.