TCRIX Mutual Fund
NAV$11.68
TER0.40%
Holdings24
TCRIX Mutual Fund
NAV$11.68
Nuveen Lifecycle 2030 Fund Class R6
TER0.40%
Holdings24
TCRIX Mutual Fund Overlap Analysis
TCRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TCRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, TCRIX may share significant positions with broad-market funds.
TCRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TCRIX tax-loss harvesting finds highly correlated but non-identical funds.