TSPTX Mutual Fund
TSPTX Mutual Fund
NAV$5.74
AUM$8M
TER1.00%
Holdings56
TSPTX Mutual Fund
NAV$5.74
Transamerica Small Cap Growth Fund Class I3
AUM$8M
TER1.00%
Holdings56
TSPTX Mutual Fund Overlap Analysis
TSPTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TSPTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, TSPTX may share significant positions with broad-market funds.
TSPTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TSPTX tax-loss harvesting finds highly correlated but non-identical funds.