TRNTX Mutual Fund
TRNTX Mutual Fund
NAV$6.95
AUM$10,807.02
TER1.20%
Holdings20
TRNTX Mutual Fund
NAV$6.95
Transamerica ClearTrack 2050 Fund Class R1
AUM$10,807.02
TER1.20%
Holdings20
TRNTX Mutual Fund Overlap Analysis
TRNTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRNTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, TRNTX may share significant positions with broad-market funds.
TRNTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRNTX tax-loss harvesting finds highly correlated but non-identical funds.