TCLIX Mutual Fund
TCLIX Mutual Fund
NAV$13.84
AUM$562M
TER0.62%
Holdings24
See how much of TCLIX you already own
TCLIX Mutual Fund
NAV$13.84
Nuveen Lifecycle 2015 Fund Retirement Class
AUM$562M
TER0.62%
Holdings24
See how much of TCLIX you already own
TCLIX Mutual Fund Overlap Analysis
TCLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TCLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, TCLIX may share significant positions with broad-market funds.
TCLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TCLIX tax-loss harvesting finds highly correlated but non-identical funds.