THCEX Mutual Fund

NAV$10.15

AUM$115,945.16

TER0.75%

Holdings322

THCEX Mutual Fund

NAV$10.15

Thornburg Core Plus Bond Fund Class R4

AUM$115,945.16

TER0.75%

Holdings322

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Holdings Overlap Analysis

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

THCEX Mutual Fund Overlap Analysis

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

THCEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 322 holdings, THCEX may share significant positions with broad-market funds.

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