TSIWX Mutual Fund
NAV$9.79
AUM$81M
TER0.41%
Holdings370
TSIWX Mutual Fund
NAV$9.79
Transamerica Short-Term Bond Fund
AUM$81M
TER0.41%
Holdings370
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TSIWX Mutual Fund Overlap Analysis
TSIWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TSIWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 370 holdings, TSIWX may share significant positions with broad-market funds.
TSIWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TSIWX tax-loss harvesting finds highly correlated but non-identical funds.