TCLIX Mutual Fund
NAV$13.82
AUM$562M
TER0.62%
Holdings24
TCLIX Mutual Fund
NAV$13.82
Nuveen Lifecycle 2015 Fund Retirement Class
AUM$562M
TER0.62%
Holdings24
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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.