TSGDX Mutual Fund
TSGDX Mutual Fund
NAV$18.07
AUM$385,507.17
TER0.95%
Holdings34
See how much of TSGDX you already own
TSGDX Mutual Fund
NAV$18.07
Transamerica Sustainable Growth Equity Fund Class A
AUM$385,507.17
TER0.95%
Holdings34
See how much of TSGDX you already own
TSGDX Mutual Fund Overlap Analysis
TSGDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TSGDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, TSGDX may share significant positions with broad-market funds.
TSGDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TSGDX tax-loss harvesting finds highly correlated but non-identical funds.