TGVFX Mutual Fund
TGVFX Mutual Fund
NAV$54.28
AUM$75M
TER1.01%
Holdings92
TGVFX Mutual Fund
NAV$54.28
Touchstone Dynamic Large Cap Growth Fund Class A
AUM$75M
TER1.01%
Holdings92
TGVFX Mutual Fund Overlap Analysis
TGVFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TGVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, TGVFX may share significant positions with broad-market funds.
TGVFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TGVFX tax-loss harvesting finds highly correlated but non-identical funds.