THCHX Mutual Fund

NAV$10.16

AUM$115,396.46

TER1.00%

Holdings322

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THCHX Mutual Fund

NAV$10.16

Thornburg Core Plus Bond Fund Class R3

AUM$115,396.46

TER1.00%

Holdings322

See how much of THCHX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

THCHX Mutual Fund Overlap Analysis

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

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

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