TASCX Mutual Fund
NAV$25.20
AUM$210M
TER1.19%
Holdings32
TASCX Mutual Fund
NAV$25.20
Third Avenue Small Cap Value Fund Institutional Class
AUM$210M
TER1.19%
Holdings32

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TASCX Mutual Fund Overlap Analysis
TASCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TASCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, TASCX may share significant positions with broad-market funds.
TASCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TASCX tax-loss harvesting finds highly correlated but non-identical funds.