TYEFX Mutual Fund

NAV$9.48

TER0.26%

Holdings4

See how much of TYEFX you already own

Just $25 once·$99/mo·Download sample

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TYEFX Mutual Fund

NAV$9.48

American Funds Tax-Exempt Preservation Portfolio - Class F-3

TER0.26%

Holdings4

See how much of TYEFX 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 TYEFX 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 TYEFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TYEFX Mutual Fund Overlap Analysis

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

TYEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, TYEFX may share significant positions with broad-market funds.

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