ITAAX Mutual Fund

NAV$9.97

AUM$350M

TER0.73%

Holdings370

ITAAX Mutual Fund

NAV$9.97

Transamerica Short-Term Bond Fund Class A

AUM$350M

TER0.73%

Holdings370

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Holdings Overlap Analysis

Compare ITAAX 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 ITAAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ITAAX Mutual Fund Overlap Analysis

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

ITAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 370 holdings, ITAAX may share significant positions with broad-market funds.

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