TPHAX Mutual Fund Analysis & Holdings | MarketXLS

TPHAX Mutual Fund

NAV$9.06

AUM$99M

TER1.20%

Holdings131

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TPHAX Mutual Fund

NAV$9.06

Timothy Plan High Yield Bond Fund Class A

AUM$99M

TER1.20%

Holdings131

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

TPHAX Mutual Fund Overlap Analysis

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

TPHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 131 holdings, TPHAX may share significant positions with broad-market funds.

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