THGRX Mutual Fund

NAV$44.12

AUM$7M

TER0.95%

Holdings45

THGRX Mutual Fund

NAV$44.12

Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R5

AUM$7M

TER0.95%

Holdings45

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Holdings Overlap Analysis

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

THGRX Mutual Fund Overlap Analysis

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

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

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