TEPCX Mutual Fund

NAV$9.66

AUM$40M

TER1.30%

Holdings4

TEPCX Mutual Fund

NAV$9.66

American Funds Tax-Exempt Preservation Portfolio Class C

AUM$40M

TER1.30%

Holdings4

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Holdings Overlap Analysis

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

TEPCX Mutual Fund Overlap Analysis

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

TEPCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, TEPCX may share significant positions with broad-market funds.

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