TOTFX Mutual Fund Analysis & Holdings | MarketXLS

TOTFX Mutual Fund

NAV$11.19

AUM$14M

TER0.90%

Holdings71

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TOTFX Mutual Fund

NAV$11.19

Transamerica Mid Cap Value Opportunities Fund Class R4

AUM$14M

TER0.90%

Holdings71

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

TOTFX Mutual Fund Overlap Analysis

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

TOTFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, TOTFX may share significant positions with broad-market funds.

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