TCHPX Mutual Fund

NAV$11.60

AUM$521M

TER0.55%

Holdings24

TCHPX Mutual Fund

NAV$11.60

Nuveen Lifecycle 2030 Fund Premier Class

AUM$521M

TER0.55%

Holdings24

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Holdings Overlap Analysis

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

TCHPX Mutual Fund Overlap Analysis

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

TCHPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, TCHPX may share significant positions with broad-market funds.

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