TFIRX Mutual Fund
TFIRX Mutual Fund
NAV$18.64
TER0.35%
Holdings6
See how much of TFIRX you already own
TFIRX Mutual Fund
NAV$18.64
Nuveen Lifecycle Index 2065 Fund Retirement Class
TER0.35%
Holdings6
See how much of TFIRX you already own
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 6 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.