TGREX Mutual Fund
TGREX Mutual Fund
NAV$13.24
AUM$5M
TER0.90%
Holdings33
See how much of TGREX you already own
TGREX Mutual Fund
NAV$13.24
TCW Global Real Estate Fund Class I
AUM$5M
TER0.90%
Holdings33
See how much of TGREX you already own
TGREX Mutual Fund Overlap Analysis
TGREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TGREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, TGREX may share significant positions with broad-market funds.
TGREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TGREX tax-loss harvesting finds highly correlated but non-identical funds.