TCREX Mutual Fund Analysis & Holdings | MarketXLS

TCREX Mutual Fund

NAV$19.80

AUM$330M

TER0.83%

Holdings54

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

TCREX Mutual Fund

NAV$19.80

Nuveen Real Estate Securities Select Fund Class A

AUM$330M

TER0.83%

Holdings54

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 TCREX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TCREX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TCREX Mutual Fund Overlap Analysis

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

TCREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, TCREX may share significant positions with broad-market funds.

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