TCLFX Mutual Fund
TCLFX Mutual Fund
NAV$16.20
TER0.64%
Holdings24
TCLFX Mutual Fund
NAV$16.20
Nuveen Lifecycle 2025 Fund Retirement Class
TER0.64%
Holdings24
TCLFX Mutual Fund Overlap Analysis
TCLFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TCLFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, TCLFX may share significant positions with broad-market funds.
TCLFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TCLFX tax-loss harvesting finds highly correlated but non-identical funds.