THCGX Mutual Fund Analysis & Holdings | MarketXLS

THCGX Mutual Fund

NAV$37.75

AUM$109M

TER1.44%

Holdings45

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THCGX Mutual Fund

NAV$37.75

Thornburg Investment Trust Small/Mid Cap Growth Fd Cl A

AUM$109M

TER1.44%

Holdings45

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

THCGX Mutual Fund Overlap Analysis

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

THCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, THCGX may share significant positions with broad-market funds.

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