TFIRX Mutual Fund Analysis & Holdings | MarketXLS

TFIRX Mutual Fund

NAV$18.87

TER0.35%

Holdings11

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TFIRX Mutual Fund

NAV$18.87

Nuveen Lifecycle Index 2065 Fund Retirement Class

TER0.35%

Holdings11

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

TFIRX Mutual Fund Overlap Analysis

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

TFIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, TFIRX may share significant positions with broad-market funds.

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