TPFXX Mutual Fund Analysis & Holdings | MarketXLS

TPFXX Mutual Fund

NAV$1.00

AUM$1.6B

TER0.48%

Holdings75

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

TPFXX Mutual Fund

NAV$1.00

Invesco Treasury Portfolio Private Class

AUM$1.6B

TER0.48%

Holdings75

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 TPFXX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TPFXX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TPFXX Mutual Fund Overlap Analysis

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

TPFXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, TPFXX may share significant positions with broad-market funds.

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