TAAEX Mutual Fund

NAV$42.01

AUM$12,260.4

TER1.41%

Holdings32

TAAEX Mutual Fund

NAV$42.01

Transamerica Capital Growth Class R

AUM$12,260.4

TER1.41%

Holdings32

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Holdings Overlap Analysis

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

TAAEX Mutual Fund Overlap Analysis

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

TAAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, TAAEX may share significant positions with broad-market funds.

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