TFAGX Mutual Fund
NAV$12.56
TER2.48%
Holdings116
TFAGX Mutual Fund
NAV$12.56
TFA AlphaGen Growth Fund Class I
TER2.48%
Holdings116

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
TFAGX Mutual Fund Overlap Analysis
TFAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TFAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, TFAGX may share significant positions with broad-market funds.
TFAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TFAGX tax-loss harvesting finds highly correlated but non-identical funds.