TGVYX Mutual Fund
TGVYX Mutual Fund
NAV$59.32
AUM$35M
TER0.68%
Holdings92
TGVYX Mutual Fund
NAV$59.32
Touchstone Dynamic Large Cap Growth Fund Class Y
AUM$35M
TER0.68%
Holdings92
TGVYX Mutual Fund Overlap Analysis
TGVYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TGVYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, TGVYX may share significant positions with broad-market funds.
TGVYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TGVYX tax-loss harvesting finds highly correlated but non-identical funds.