TCGRX Mutual Fund
TCGRX Mutual Fund
NAV$38.37
AUM$609,780.3
TER1.20%
Holdings45
See how much of TCGRX you already own
TCGRX Mutual Fund
NAV$38.37
Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R4
AUM$609,780.3
TER1.20%
Holdings45
See how much of TCGRX you already own
TCGRX Mutual Fund Overlap Analysis
TCGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TCGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, TCGRX may share significant positions with broad-market funds.
TCGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TCGRX tax-loss harvesting finds highly correlated but non-identical funds.