TYIFX Mutual Fund
TYIFX Mutual Fund
NAV$18.07
TER0.34%
Holdings10
See how much of TYIFX you already own
TYIFX Mutual Fund
NAV$18.07
American Funds Tax-Aware Conservative Growth and Income Portfolio Class F3
TER0.34%
Holdings10
See how much of TYIFX you already own
TYIFX Mutual Fund Overlap Analysis
TYIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TYIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, TYIFX may share significant positions with broad-market funds.
TYIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TYIFX tax-loss harvesting finds highly correlated but non-identical funds.