THCRX Mutual Fund Analysis & Holdings | MarketXLS

THCRX Mutual Fund

NAV$36.94

AUM$11M

TER1.45%

Holdings45

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THCRX Mutual Fund

NAV$36.94

Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R3

AUM$11M

TER1.45%

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

THCRX Mutual Fund Overlap Analysis

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

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

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