TAAAX Mutual Fund
NAV$22.22
AUM$1.5B
TER1.22%
Holdings1,152
TAAAX Mutual Fund
NAV$22.22
Thrivent Aggressive Allocation Fund Class A
AUM$1.5B
TER1.22%
Holdings1,152
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TAAAX Mutual Fund Overlap Analysis
TAAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TAAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1152 holdings, TAAAX may share significant positions with broad-market funds.
TAAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TAAAX tax-loss harvesting finds highly correlated but non-identical funds.