TRGGX Mutual Fund Analysis & Holdings | MarketXLS

TRGGX Mutual Fund

NAV$31.23

AUM$13M

TER0.85%

Holdings55

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TRGGX Mutual Fund

NAV$31.23

Goldman Sachs Tax Advantaged Global Equity Portfolio Class R6

AUM$13M

TER0.85%

Holdings55

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

TRGGX Mutual Fund Overlap Analysis

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

TRGGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, TRGGX may share significant positions with broad-market funds.

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