TEPFX Mutual Fund

NAV$9.71

AUM$4M

TER0.63%

Holdings4

TEPFX Mutual Fund

NAV$9.71

American Funds Tax-Exempt Preservation Portfolio Class F-1

AUM$4M

TER0.63%

Holdings4

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Holdings Overlap Analysis

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

TEPFX Mutual Fund Overlap Analysis

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

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

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