TSHRX Mutual Fund
TSHRX Mutual Fund
NAV$8.51
AUM$5M
TER1.08%
Holdings10
See how much of TSHRX you already own
TSHRX Mutual Fund
NAV$8.51
Transamerica Asset Allocation Short Horizon Class R
AUM$5M
TER1.08%
Holdings10
See how much of TSHRX you already own
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.