TOHAX Mutual Fund Holdings Overlap Calculator | MarketXLS

TOHAX Mutual Fund

NAV$10.70

AUM$20M

TER0.80%

Holdings81

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TOHAX Mutual Fund

NAV$10.70

Touchstone Core Municipal Bond Fund Class A

AUM$20M

TER0.80%

Holdings81

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

TOHAX Mutual Fund Overlap Analysis

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

TOHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, TOHAX may share significant positions with broad-market funds.

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