TPTPX Mutual Fund Analysis & Holdings | MarketXLS

TPTPX Mutual Fund

TER0.65%

Holdings9

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TPTPX Mutual Fund

American Funds Conservative Growth and Income Portfolio 529 Series T

TER0.65%

Holdings9

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

TPTPX Mutual Fund Overlap Analysis

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

TPTPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, TPTPX may share significant positions with broad-market funds.

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