TXIFX Mutual Fund
TXIFX Mutual Fund
NAV$18.09
TER0.45%
Holdings10
See how much of TXIFX you already own
TXIFX Mutual Fund
NAV$18.09
American Funds Tax-Aware Conservative Growth and Income Portfolio Class F2
TER0.45%
Holdings10
See how much of TXIFX you already own
TXIFX Mutual Fund Overlap Analysis
TXIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TXIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, TXIFX may share significant positions with broad-market funds.
TXIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TXIFX tax-loss harvesting finds highly correlated but non-identical funds.