TASMX Mutual Fund
NAV$32.62
AUM$53M
TER0.81%
Holdings228
TASMX Mutual Fund
NAV$32.62
Transamerica Small/Mid Cap Value Fund Class R6
AUM$53M
TER0.81%
Holdings228
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TASMX Mutual Fund Overlap Analysis
TASMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TASMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 228 holdings, TASMX may share significant positions with broad-market funds.
TASMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TASMX tax-loss harvesting finds highly correlated but non-identical funds.