TFAFX Mutual Fund
NAV$13.54
TER2.64%
Holdings164
TFAFX Mutual Fund
NAV$13.54
Tactical Growth Allocation Fund Class I
TER2.64%
Holdings164

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TFAFX Mutual Fund Overlap Analysis
TFAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TFAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 164 holdings, TFAFX may share significant positions with broad-market funds.
TFAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TFAFX tax-loss harvesting finds highly correlated but non-identical funds.