TSHRX Mutual Fund Analysis & Holdings | MarketXLS

TSHRX Mutual Fund

NAV$8.57

AUM$6M

TER1.08%

Holdings10

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

TSHRX Mutual Fund

NAV$8.57

Transamerica Asset Allocation Short Horizon Class R

AUM$6M

TER1.08%

Holdings10

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 TSHRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TSHRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TSHRX Mutual Fund Overlap Analysis

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

TSHRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, TSHRX may share significant positions with broad-market funds.

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