TASHX Mutual Fund
NAV$16.79
AUM$186M
TER0.97%
Holdings207
TASHX Mutual Fund
NAV$16.79
Transamerica Multi-Asset Income Fund Class A
AUM$186M
TER0.97%
Holdings207
See inside every mutual fund you own
$29/moCancel anytime.
TASHX Mutual Fund Overlap Analysis
TASHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TASHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 207 holdings, TASHX may share significant positions with broad-market funds.
TASHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TASHX tax-loss harvesting finds highly correlated but non-identical funds.