TYEFX Mutual Fund

NAV$9.68

TER0.26%

Holdings4

TYEFX Mutual Fund

NAV$9.68

American Funds Tax-Exempt Preservation Portfolio - Class F-3

TER0.26%

Holdings4

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Holdings Overlap Analysis

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

TYEFX Mutual Fund Overlap Analysis

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

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

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