TAICX Mutual Fund

NAV$17.72

AUM$296M

TER1.36%

Holdings10

TAICX Mutual Fund

NAV$17.72

American Funds Tax-Aware Conservative Growth and Income Portfolio Class C

AUM$296M

TER1.36%

Holdings10

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Holdings Overlap Analysis

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

TAICX Mutual Fund Overlap Analysis

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

TAICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, TAICX may share significant positions with broad-market funds.

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