TCLEX Mutual Fund
TCLEX Mutual Fund
NAV$13.95
TER0.53%
Holdings23
See how much of TCLEX you already own
TCLEX Mutual Fund
NAV$13.95
Nuveen Lifecycle 2010 Fund Retirement Class
TER0.53%
Holdings23
See how much of TCLEX you already own
TCLEX Mutual Fund Overlap Analysis
TCLEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TCLEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, TCLEX may share significant positions with broad-market funds.
TCLEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TCLEX tax-loss harvesting finds highly correlated but non-identical funds.