TSPFX Mutual Fund

NAV$5.47

AUM$132,047.01

TER1.15%

Holdings56

TSPFX Mutual Fund

NAV$5.47

Transamerica Small Cap Growth Fund Class R4

AUM$132,047.01

TER1.15%

Holdings56

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Holdings Overlap Analysis

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

TSPFX Mutual Fund Overlap Analysis

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

TSPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, TSPFX may share significant positions with broad-market funds.

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