TSTRX Mutual Fund

NAV$17.97

TER0.64%

Holdings1

See how much of TSTRX you already own

Just $25 once·$99/mo·Download sample

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TSTRX Mutual Fund

NAV$17.97

Transamerica Stock Index Fund Class R

TER0.64%

Holdings1

See how much of TSTRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

TSTRX Mutual Fund Overlap Analysis

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

TSTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, TSTRX may share significant positions with broad-market funds.

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