TXPXX Mutual Fund
TXPXX Mutual Fund
NAV$1.00
AUM$142M
TER0.43%
Holdings45
TXPXX Mutual Fund
NAV$1.00
Invesco Treasury Obligations Portfolio Private Class
AUM$142M
TER0.43%
Holdings45
TXPXX Mutual Fund Overlap Analysis
TXPXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TXPXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, TXPXX may share significant positions with broad-market funds.
TXPXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TXPXX tax-loss harvesting finds highly correlated but non-identical funds.