THCGX Mutual Fund
THCGX Mutual Fund
NAV$35.83
AUM$109M
TER1.44%
Holdings45
See how much of THCGX you already own
THCGX Mutual Fund
NAV$35.83
Thornburg Investment Trust Small/Mid Cap Growth Fd Cl A
AUM$109M
TER1.44%
Holdings45
See how much of THCGX you already own
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.