THCRX Mutual Fund
THCRX Mutual Fund
NAV$35.06
AUM$11M
TER1.45%
Holdings45
See how much of THCRX you already own
THCRX Mutual Fund
NAV$35.06
Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R3
AUM$11M
TER1.45%
Holdings45
See how much of THCRX you already own
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.