THDCX Mutual Fund
THDCX Mutual Fund
NAV$31.16
AUM$7M
TER2.33%
Holdings40
Do a full portfolio x-ray with THDCX
THDCX Mutual Fund
NAV$31.16
Thornburg Developing World Fund Class C
AUM$7M
TER2.33%
Holdings40
Do a full portfolio x-ray with THDCX
THDCX Mutual Fund Overlap Analysis
THDCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
THDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, THDCX may share significant positions with broad-market funds.
THDCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. THDCX tax-loss harvesting finds highly correlated but non-identical funds.