TCLTX Mutual Fund Analysis & Holdings | MarketXLS

TCLTX Mutual Fund

NAV$15.04

AUM$1.1B

TER0.64%

Holdings24

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TCLTX Mutual Fund

NAV$15.04

Nuveen Lifecycle 2020 Fund Retirement Class

AUM$1.1B

TER0.64%

Holdings24

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

TCLTX Mutual Fund Overlap Analysis

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

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

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